Evercore Wealth Management Employee Directory

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.

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