Evercore Wealth Management Continues Expansion of San Francisco Office
21 Julho 2009 - 2:21PM
PR Newswire (US)
Appoints Two Partners to Build Out Team of Experienced Wealth
Management Professionals NEW YORK, July 21 /PRNewswire/ -- Evercore
Wealth Management ("EWM") said today that two previously announced
but unnamed partners, Bruce Elwell and Iain Silverthorne, have
officially joined the firm's San Francisco office as part of the
continued expansion of the firm's West Coast office. EWM, a
division of Evercore Partners Inc. (NYSE:EVR), focuses on serving
clients with more than $5 million in investable assets and manages
the complex and sophisticated needs of wealth management clients.
The two new additions to the EWM team bring a combined 48 years of
valuable experience in the wealth management business. While new to
the firm, the wealth management professionals have been working
with the partners of EWM's San Francisco office and with the firm's
CEO, Jeff Maurer, for a number of years. EWM, headquartered in New
York, was founded in November of 2008 by Jeff Maurer, the former
Chairman and Chief Executive Officer of U.S. Trust Corporation, in
partnership with Evercore Partners. Mr. Elwell was previously a
Managing Director of U.S. Trust, Bank of America Private Wealth
Management. At the firm, he was responsible for managing
multi-asset class portfolios for individual clients, served on
numerous national investment policy committees and supervised
client-facing portfolio managers in Northern California. Mr.
Silverthorne joins EWM after serving as a Senior Vice President at
U.S. Trust, Bank of America Private Wealth Management, advising
clients on financial planning issues, including tax efficient asset
allocation and investment strategies, estate and wealth transfer
planning, liability analysis and cash flow planning. "We believe
that maintaining standards of excellence in meeting the complex and
sophisticated needs of our clients demands a spirit of partnership
and hands-on participation best achieved by the client-centric
culture of a boutique firm like EWM," said Jeff Maurer, Partner and
Chief Executive Officer, Evercore Wealth Management. "I am excited
to welcome Bruce and Iain to our team and look forward to working
with them and our other partners to best meet our clients' needs."
EWM is a registered investment advisor dedicated to providing
customized investment and wealth management services to families,
individuals and institutions. The EWM team now includes 20
portfolio managers and wealth management advisors with the addition
of Messrs. Elwell and Silverthorne. The firm manages client assets
totaling $747 million as of April 30, 2009. About Evercore Wealth
Management Evercore Wealth Management ("EWM") offers its clients
investment policy creation, asset allocation, customized investment
management, manager selection, performance reporting and
wealth/financial planning services. EWM's core investment
management services consist of cash, fixed income and an all-cap
core equity offering. Additionally, EWM provides its clients access
to investment offerings managed by other providers. EWM also offers
personal trust services to its clients though Evercore Trust
Company, N.A., a chartered national trust bank with $12.8 billion
in assets under management and administration. More information
about EWM and its wealth management advisors can be found at
http://www.evercorewealthmanagement.com/. About Evercore Partners
Evercore Partners is a leading investment banking boutique and
investment management firm. Evercore's Advisory business counsels
its clients on mergers, acquisitions, divestitures, restructurings
and other strategic transactions. 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, San
Francisco, Boston, Washington D.C., Los Angeles, Houston, London,
Mexico City and Monterrey, Mexico. More information about Evercore
can be found on the Company's Web site at http://www.evercore.com/.
DATASOURCE: Evercore Wealth Management CONTACT: Investor Contact:
Bob Walsh, Chief Financial Officer, Evercore Partners,
+1-212-857-3100; or Media Contact: Kenny Juarez or Dana Gorman,
both of The Abernathy MacGregor Group, for Evercore Partners,
+1-212-371-5999 Web Site: http://www.evercorewealthmanagement.com/
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