Alan Lebowitz Joins Evercore Trust Company as Senior Advisor
NEW YORK -- March 17, 2014
Evercore Trust Company, N.A. announced today that Alan Lebowitz has joined the
firm as a Senior Advisor based in Washington, DC. Mr. Lebowitz will provide
guidance on policy and regulatory issues impacting Evercore Trust clients and
consult on specific engagements.
Mr. Lebowitz brings extensive experience in ERISA fiduciary law and policy.
Mr. Lebowitz recently retired from the Department of Labor after a
distinguished 34-year career, where he was the Deputy Assistant Secretary for
Program Operations for the Employee Benefits Security Administration (EBSA).
In this role he functioned as EBSA's chief operating officer, overseeing
EBSA's regulatory, enforcement and reporting activities. Mr. Lebowitz also
served as the Acting Assistant Secretary of Labor for EBSA during several
Presidential transition periods and in other instances. Prior to joining the
Department of Labor, Mr. Lebowitz held several positions in the Employee Plans
area at the Internal Revenue Service, ending as Chief of the Prohibited
Ciara A. Burnham, Evercore Trust's President and Chief Executive Officer,
said, “We are delighted to welcome Mr. Lebowitz to Evercore Trust. Mr.
Lebowitz adds an important dimension to our legal and regulatory expertise,
and will help contribute to our strong track record of achieving successful
outcomes for our clients and their employee benefit plans.”
Mr. Lebowitz received his B.A. from the University of Massachusetts at
Amherst, Massachusetts, a J.D. from Suffolk University Law School in Boston,
and an LL.M. in Taxation from The George Washington University Law School.
About Evercore Trust Company
Evercore Trust Company, N.A., a national trust bank regulated by the Office of
the Comptroller of the Currency and a wholly owned subsidiary of Evercore,
provides independent fiduciary services, specialized investment management,
and trustee services to employee benefit plans and their sponsors. Evercore
Trust also provides personal trustee, executor, and custody services, and
partners with its affiliate Evercore Wealth Management to provide customized
investment and wealth management services to families, individuals, and
related institutions. Evercore Trust serves clients from its offices in New
York, Washington D.C., Los Angeles, and San Francisco. More information about
Evercore Trust can be found on the Company’s website at
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 equity 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 20 offices in North America, Europe, South
America and Asia. More information about Evercore can be found on the
Company’s website at www.evercore.com.
Evercore Trust Company
Ciara A. Burnham,212-857-3100
President & Chief Executive Officer
Robert B. Walsh,212-857-3100
Chief Financial Officer, Evercore
The Abernathy MacGregor Group, for Evercore
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