Evercore Wealth Management LLC

Evercore Wealth Management LLC is a legally registered DE Limited Liability Company with 84 employees. Among them, 50 are advisory employees, responsible for providing elite financial services to their sole client. The firm's SEC regulation status is reported as Approved with a registration date of Oct 1, 2008, which solidifies its commitment to providing trustworthy and credible financial analysis to its esteemed clients.

• CHRISTOPHER CARL ZANDER

  PRESIDENT AND MEMBER OF BOARD OF MANAGERS owns less than 5%

• EVERCORE PARTNERS SERVICES EAST LLC

  MANAGING MEMBER owns more than 50% but less than 75%

• JASON EDWARD KLURFELD

  MEMBER OF BOARD OF MANAGERS owns less than 5%

• JEFFREY S MAURER

  CHIEF EXECUTIVE OFFICER AND MEMBER OF BOARD OF MANAGERS owns less than 5%

• KHANH LY

  CHIEF FINANCIAL OFFICER owns less than 5%

• ROBERT BRIAN WALSH

  MEMBER OF BOARD OF MANAGERS owns less than 5%

• RUTH PATRICIA CALAMAN

  CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER owns less than 5%

• WILLIAM ALAN SHUTZER

  MEMBER OF BOARD OF MANAGERS owns less than 5%

• WILLIAM JOSEPH ROUSE

  CHIEF OPERATING OFFICER owns less than 5%

• EVERCORE GROUP HOLDINGS LP

  MANAGING MEMBER owns 75% or more

• EVERCORE GROUP HOLDINGS, L.L.C.

  GENERAL PARTNER

• EVERCORE INC.

  GENERAL PARTNER

• EVERCORE LP

  MANAGING MEMBER owns 75% or more

• EVERCORE LP

  LIMITED PARTNER owns 75% or more

• Manikay Partners LLC
• Wellington Shields & Co LLC
• Peace Bridge Partners LP
• Ulysses Management LLC
• DBX Strategic Advisors LLC
• University Ventures Funds Management LLC
• Foliobeyond LLC
• Highmore Group Advisors LLC
• Abacus Capital Group LLC
• Daruma Capital Management LLC

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

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