Evercore Wealth Management LLC

Evercore Wealth Management LLC es una Compañía de Responsabilidad Limitada legalmente registrada en Delaware con 84 empleados. De ellos, 50 son empleados de asesoría, responsables de proporcionar servicios financieros de élite a su único cliente. El estatus de regulación de la SEC de la firma se reporta como Aprobado con una fecha de registro del 1 de octubre de 2008, lo que solidifica su compromiso de proporcionar análisis financiero confiable y creíble a sus estimados clientes.

• CHRISTOPHER CARL ZANDER

  PRESIDENT AND MEMBER OF BOARD OF MANAGERS posee menos de 5%

• EVERCORE PARTNERS SERVICES EAST LLC

  MANAGING MEMBER posee más del 50% pero menos del 75%

• JASON EDWARD KLURFELD

  MEMBER OF BOARD OF MANAGERS posee menos de 5%

• JEFFREY S MAURER

  CHIEF EXECUTIVE OFFICER AND MEMBER OF BOARD OF MANAGERS posee menos de 5%

• KHANH LY

  CHIEF FINANCIAL OFFICER posee menos de 5%

• ROBERT BRIAN WALSH

  MEMBER OF BOARD OF MANAGERS posee menos de 5%

• RUTH PATRICIA CALAMAN

  CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER posee menos de 5%

• WILLIAM ALAN SHUTZER

  MEMBER OF BOARD OF MANAGERS posee menos de 5%

• WILLIAM JOSEPH ROUSE

  CHIEF OPERATING OFFICER posee menos de 5%

• EVERCORE GROUP HOLDINGS LP

  MANAGING MEMBER posee 75% o más

• EVERCORE GROUP HOLDINGS, L.L.C.

  GENERAL PARTNER

• EVERCORE INC.

  GENERAL PARTNER

• EVERCORE LP

  MANAGING MEMBER posee 75% o más

• EVERCORE LP

  LIMITED PARTNER posee 75% o más

• Dynamic BETA Investments LLC
• Quest Partners LLC
• Brightstar Capital Partners LP
• Graycliff Partners LP
• Nishkama Capital LLC
• Pointstate Capital LP
• Iqcio LLC
• Piton Investment Management LP
• VARISAVE FINANCIAL LLC
• Security Asset Management Inc

• The Shifting Landscape of Investments: Evercore Wealth Management's Q3 and Q4 2022 13F Holdings Comparison

• Alphabet Inc $52,219k
• ABBOTT LABS $52,065k
• ABBVIE INC $6,019k
• 3M CO $3,733k
• AFLAC INC $2,880k
• ALTRIA GROUP INC $1,685k
• Acceleron Pharma Inc $1,345k
• AEP $992k
• AIR PRODS & CHEMS INC $848k
• AABA $250k