Evercore Wealth Management Expands Wealth Advisory, Appoints Jewelle
Bickford Partner & Wealth Advisor
NEW YORK -- August 13, 2013
Evercore Wealth Management, LLC, today announced the expansion of its national
wealth advisory service with the appointment of Jewelle Bickford as Partner
and Wealth Advisor.
Ms. Bickford joins Evercore Wealth Management from GenSpring Family Offices,
where she served as a senior strategist, responsible for cultivating
relationships with high net worth families. She also led the company’s focus
on women and wealth.
Roger Altman, Chairman of Evercore, said: “I’ve known Jewelle for years and am
confident that her professional experience and range of relationships will
enable her to make a significant contribution to the continued success of our
wealth management firm.”
Jeff Maurer, CEO of Evercore Wealth Management, said: “We welcome Jewelle to
our team. Her role will complement our strategic wealth planning capabilities
and she will work closely with our planning and investment professionals
across the United States, focusing on family governance, impact investing, and
the expansion of our Wise Women events series.”
Prior to joining GenSpring in 2009, Ms. Bickford was a global partner at
Rothschild Group, concentrating on cross-border new business origination, and
head of the debt capital markets for Rothschild Inc. She merged her investment
banking firm, Bickford & Partners Inc., into Rothschild Inc. in 1994.
Ms. Bickford is a member of the Council on Foreign Relations and the founder
of the Council’s task force on the role of women in economic and political
development in the Middle East and Southeast Asia.
She currently serves on the board of directors of Women for Women
International and the Women’s Media Center, and on the Business Committee of
the Metropolitan Museum of Art. She is a board member and the past president
of the Trisha Brown Dance Company and is a Trustee Emeritus of the
Randolph-Macon Women’s College. From 2003 to 2010 she served on the board of
directors of the SEC-registered Torrey Funds.
Additionally, Ms. Bickford is a member of the Committee of 200, the Women’s
Forum and the Advisory Council of Afghan Women Leaders.
She earned her B.A. from Sarah Lawrence College in 1977.
Ms. Bickford reports to Mr. Maurer and is based at the firm’s headquarters in
About Evercore Wealth Management
Evercore Wealth Management, LLC, a subsidiary of Evercore, 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, San Francisco and Los Angeles. The firm, which was
founded in November 2008, manages client assets totaling $4.7 billion as of
June 30, 2013. Additionally, Evercore Wealth Management offers personal trust
services to its clients through Evercore Trust Company, N.A., a national trust
bank with $39.7 billion in assets under administration as of June 30, 2013.
More information about Evercore Wealth Management and its team of advisors can
be found at www.evercorewealthmanagement.com.
Evercore 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
Kensington Private for Evercore Wealth Management
Aline Sullivan, +1 203-918-3389
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