January 17, 2017 9:26 AM ET

Capital Markets

Company Overview of Evercore Wealth Management, LLC

Company Overview

Evercore Wealth Management, LLC is based in the United States.

55 East 52nd Street

New York, NY 10055

United States

Phone:

212-822-7620

Key Executives for Evercore Wealth Management, LLC

Chief Executive Officer and Partner
Age: 66
Founding Partner and Fixed Income Portfolio Manager
Founding Partner and Fixed Income Portfolio Manager
Founding Partner and Fixed Income Portfolio Manager
Founding Partner and Equity Portfolio Manager
Compensation as of Fiscal Year 2016.

Evercore Wealth Management, LLC Key Developments

Evercore Wealth Management, LLC Appoints Jill Faherty Lloyd as Managing Director and Financial Advisor

Evercore Wealth Management, LLC announced the appointment of Jill Faherty Lloyd as a Managing Director and Financial Advisor. She will help expand the firm's Wise Women investor education program, working closely with investment, planning and fiduciary professionals. Ms. Lloyd earlier worked as an institutional equities salesperson at Credit Lyonnais Securities USA and at Bear Stearns & Co., and as a financial analyst at a hedge fund. Prior to joining Evercore, she built an interior design business and served as the President of the Board at ASAP!, a Connecticut nonprofit that fosters creative, hands-on learning through the arts. Ms. Lloyd is based in New York City and reports to Jay Springer, a Partner at Evercore Wealth Management.

Evercore Wealth Management Appoints Douglas Dewey as Financial Advisor

Evercore Wealth Management, LLC announced the appointment of Douglas Dewey as a managing director and financial advisor. Mr. Dewey earlier worked at Barclays in New York, advising private and institutional clients on financial planning and asset allocation. Before joining Barclays in 2011, he served for eight years in a similar capacity at Bernstein Global Wealth Management. Prior to joining Evercore, Mr. Dewey worked for four years as the CEO of Murphy Healthcare Inc. He left the firm to return to wealth management. Dewey reports to Jay Springer, a Partner at Evercore Wealth Management.

Evercore Wealth Management, LLC Appoints Thomas Mahowald as Managing Director and Portfolio Manager

Evercore Wealth Management, LLC announced the appointment of Thomas Mahowald as a Managing Director and Portfolio Manager to the firm's Minneapolis office. Mr. Mahowald joins Evercore Wealth Management from U.S. Trust, Bank of America Private Wealth Management. Mr. Mahowald reports to Martha Pomerantz, a Partner and Portfolio Manager at Evercore Wealth Management, and is based in Minneapolis.

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Recent Private Companies Transactions

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No transactions available in the past 12 months.
 

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