What departments does Evercore Wealth Management have?

Evercore Wealth Management has employees across 6 departments including Operations, Legal, Administrative, Finance, Marketing.

What is the largest department at Evercore Wealth Management?

The largest department at Evercore Wealth Management is Administrative with 2 employees.

Where are Evercore Wealth Management employees located globally?

Evercore Wealth Management has employees across 3 continents and 3 countries including Bangladesh, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Evercore Wealth Management's team size changed over time?

Evercore Wealth Management's team has grown from approximately 105 to 113 employees based on available data.

Evercore Wealth Management Employee Directory

Q: Who are Evercore Wealth Management's key employees and leadership?

Evercore Wealth Management's key employees include: President & Ceo: C. Z., Chief Investment Officer: J. A..

Financial ServicesNew York, United States51-200 Employees

Evercore Wealth Management is a registered investment advisor that provides tailored investment management, financial planning, and trust and custody services to high net worth individuals, families, and related institutions. Operating under Evercore Wealth Management, LLC, the firm serves clients from offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa, and collaborates with Evercore Trust Company, N.A. to offer personal trust services, leveraging Delaware trust structures for potential tax and regulatory advantages. Founded in 2008, its client assets are reported to total about 14.4 billion as of mid-2025, reflecting a focus on sophisticated, relationship-driven wealth management and fiduciary support. The organization positions itself within the financial services industry as a provider of comprehensive wealth management and trust solutions, balancing investment oversight with planning and custodial services for a predominantly high net worth client base.

Evercore Wealth Management Global Highlights

North America
130

United States Of America
130

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Asia
1

Bangladesh
1

Evercore Wealth Management's Leadership

J. A.
Chief Investment Officer
Mobile Phone
Email
C. Z.
President & Ceo
Mobile Phone
Email
S. G.
Partner, Head Of Operations
Mobile Phone
Email
S. B.
Partner
Mobile Phone
Email
N. G.
Partner
Mobile Phone
Email
J. M. M.
Partner/Portfolio Manager
Mobile Phone
Email
R. C.
General Counsel And Chief Compliance Officer
Mobile Phone
Email
A. F.
Partner, Wealth & Fiduciary Advisor
Mobile Phone
Email

Evercore Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Entrepreneurship
Community & Social Services
Legal
Other
Arts & Design

Contact profiles from Evercore Wealth Management

Name

Title

Contact Info

Location

Last Update

K. O.
Managing Director, Portfolio Manager
Mobile Phone
Email
United StatesNew York
Apr 21, 2026
T. O.
Managing Director
Mobile Phone
Email
United StatesNew York
Apr 21, 2026
J. M.
Director, Portfolio Manager
Mobile Phone
Email
United StatesNew York
Apr 09, 2026
R. G.
Director
Mobile Phone
Email
United StatesNew Jersey
Apr 14, 2026
S. C.
Managing Director
Mobile Phone
Email
United StatesNew Jersey
May 28, 2026
T. B.
Director, Estate & Trust Settlement
Mobile Phone
Email
United StatesFlorida
Apr 20, 2026
B. P.
Portfolio Manager
Mobile Phone
Email
United StatesNew Jersey
Apr 21, 2026
A. D.
Graphics Lead
Mobile Phone
Email
United StatesNew York
Apr 16, 2026
J. S.
Portfolio Manager
Mobile Phone
Email
United StatesNew Jersey
Jun 04, 2026
N. L.
Corporate Development And Strategy, Global Emerging Market
Mobile Phone
Email
United StatesNew York
Mar 30, 2026

Frequently Asked Questions

What is Evercore Wealth Management known for?

Evercore Wealth Management was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 55 East 52nd Street New York, New York 10055 United States; you can contact the main corporate office by phone at

+1-415-288-****

. Explore Evercore Wealth Management's company overview page for more information.

What is Evercore Wealth Management's most common email format?

Evercore Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Evercore Wealth Management email formats with LeadIQ.

How many employees does Evercore Wealth Management have currently?

Evercore Wealth Management has approximately 117 employees as of May 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Evercore Wealth Management's key employees and leadership?

As of May 2026, Evercore Wealth Management's key employees include:

Chief Investment Officer: J. A.
President & Ceo: C. Z.
Partner, Head Of Operations: S. G.
Partner: S. B.
Partner: N. G.

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Evercore Wealth Management Employee Directory

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