Articles tagged "Jeff Maurer"
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With 25% of shares set aside, Evercore Wealth Management makes three women 'partners' in one fell swoop at , but don't call it affirmative action, says US Trust spin-off
The $8.1-billion AUA, New York City RIA invests in Kate Mulvany and Helena Jonassen -- both US Trust vets -- and Stephanie Hackett, formerly of Brandywine
July 2, 2019 at 6:33 PM
Jeff Maurer poached his RIA from zero to $7.5 billion in nine years but now comes M&A
The ex-US Trust CEO has seen Evercore Wealth growth rates taper since a lightning start; now the hard work is done he sees deals on the horizon
April 10, 2018 at 5:34 PM
Helena Jonassen bids farewell to US Trust after 18 years to rejoin breakaway colleagues at Evercore
The senior trust and fiduciary officer at the BoA subsidary is starting a new life at Evercore
July 8, 2014 at 6:27 PM
How Jeff Maurer is now ploughing into Florida using his old Evercore tricks but with new GenSpring wrinkles
The U.S. Trust-alumni RIA shows no sign of let-up at $5 billion of AUM
April 29, 2014 at 6:28 AM
A $4.7-billion RIA-under-investment-bank in NYC softens its macho edge by headhunting a top woman from GenSpring
Evercore will make Jewelle Bickford a partner and the gem of its outreach to the other gender
August 21, 2013 at 5:40 AM
Former U.S. Trust CEO leads his RIA to the $4.5 billion mark -- and gains a Left Coast presence -- acquiring $645 million Mt. Eden
Evercore Wealth Management is buying a firm that was on the prowl to gain scale through a purchase, then went the other way
November 9, 2012 at 3:17 AM
Evercore makes a wealth management hire from Goldman Sachs who's fluent in investment banking
The big $3.6-billion NYC RIA is looking to get cooler, smarter and more in touch with the entity that owns a major chunk of it
August 23, 2012 at 3:20 AM
After a quick climb to $3.5 billion of AUM, Evercore solidifies service by drawing water -- again -- from US Trust talent well
Jonathan Bergner brings his skills from U.S. Trust, but assets may follow, too
May 1, 2012 at 2:18 PM
In its latest talent grab, Evercore Wealth Management hires a 'young, up-and-coming player'
The $3.2 billion RIA is mostly made up of seasoned of ex-U.S. Trust stalwarts but its poach of Paulo Coelho from Convergent shows its mindfulness of the coming generation
April 9, 2012 at 2:20 PM
Evercore feasts on veterans of an elite Wells Fargo wealth management unit
Weaned on U.S.Trust talent, the New York-based RIA now has a Midwestern foothold and a formula for big-time poaching
