Evercore Wealth Management Appoints Allan Kaplan Managing Director and
NEW YORK -- October 22, 2012
Evercore Wealth Management, LLC, today announced the appointment of Allan
Kaplan as a Managing Director and Wealth Advisor.
Mr. Kaplan joins Evercore Wealth Management from Merrill Lynch, where he
served as an advisor to high net worth families and family offices,
responsible for designing and implementing wealth management strategies and
constructing investment portfolios.
He was previously with Mainstream Investments, managing equity and debt
portfolios for private investors. Prior to Mainstream, Mr. Kaplan was with
Goldman Sachs, as an advisor to high net worth individuals and family offices.
"Allan is a welcome addition to our San Francisco team," said Evercore Wealth
Management CEO Jeff Maurer. "His investment and advisory experience, coupled
with his commitment to our approach to client service, will contribute to the
firm's continued growth across the United States."
Mr. Kaplan is based in San Francisco and reports to Iain Silverthorne, a
Partner and Wealth Advisor at the firm.
He is a graduate of the University of California, Santa Cruz, and the
University of California, Berkeley School of Law (Boalt Hall).
About Evercore Wealth Management
Evercore Wealth Management, LLC, a subsidiary of Evercore Partners Inc.,
serves high net worth individuals, families and related institutions,
delivering customized investment management, financial planning, trust and
custody services. Evercore Wealth Management is a registered investment
advisor, with offices in New York, Minneapolis and San Francisco. The firm,
which was founded in November 2008, manages client assets totaling $3.6
billion as of June 30, 2012. Additionally, Evercore Wealth Management offers
personal trust services to its clients though Evercore Trust Company, N.A., a
national trust bank with $32.3 billion in assets under administration, as of
June 30, 2012. More information about Evercore Wealth Management and its team
of advisors can be found at www.evercorewealthmanagement.com.
About Evercore Partners
Evercore Partners is a leading independent investment banking advisory firm.
Evercore’s Investment Banking business advises its clients on mergers,
acquisitions, divestitures, restructurings, financings, public offerings,
private placements and other strategic transactions and also provides
institutional investors with high quality research, sales and trading
execution that is free of the conflicts created by proprietary activities;
Evercore’s Investment Management business comprises wealth management,
institutional asset management and private equity investing. Evercore serves a
diverse set of clients around the world from its offices in New York, Boston,
Chicago, Minneapolis, Houston, Los Angeles, San Francisco, Washington D.C.,
Toronto, London, Aberdeen, Scotland, Mexico City and Monterrey, Mexico, Hong
Kong and Rio de Janeiro and São Paulo, Brazil. More information about Evercore
can be found on the Company’s website at www.evercore.com.
Kensington Private for Evercore Wealth Management
Aline Sullivan, 1-203-918-3389
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