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Evercore Wealth Management was named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors for 2024 (9/13/2024).
The ranking includes both quantitative and qualitative considerations such as assets under management,experience and regulatory records, staff diversity, and succession planning. If you would like to learn more about our firm, please contact us at wealthmanagement@evercore.com.
Evercore Wealth Management is again ranked among the leading Registered Investment Advisors (RIAs) for 2024 by Financial Advisor (7/12/24).
We are pleased that our integrated approach to wealth management resonates with clients and that our firm continues to grow.
If you would like to learn more about our firm, please contact us at wealthmanagement@evercore.com.
Evercore Wealth Management Partner Nancy Shavel Gabel received the Gold Award for Woman of the Year in the Wealth Management category by Citywealth.
The Citywealth Gold Award for Woman of the Year in the Wealth Management category winner was presented on March 8th, 2024, for the 2024 calendar year. All winners were required to purchase a winner’s pack at a cost of $1,650 to cover the marketing license and logo required for promotional activities as well as other marketing distribution efforts by Citywealth.
Evercore Wealth Management was named to The Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors for 2023 (9/15/2023).
The ranking includes both quantitative and qualitative considerations such as assets under management, experience and regulatory records, staff diversity, and succession planning.
Evercore Wealth Management is again ranked among the leading Registered Investment Advisors (RIAs) for 2023 by Financial Advisor (7/14/23).
We are pleased that our integrated approach to wealth management resonates with clients and that our firm continues to grow.
If you would like to learn more about our firm, please contact us at wealthmanagement@evercore.com.
Evercore Wealth Management was again named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors.
Theranking, which can be viewed here: https://www.barrons.com/advisor/report/top-financial-advisors/ria, includes both quantitative and qualitative considerations such as assets under management, experience and regulatory records, staff diversity, and succession planning.
Evercore Wealth Management is ranked among the leading Registered Investment Advisors (RIA) with assets of $1billion and over by Financial Advisor.
The article cited Chris Zander, CEO and President of Evercore Wealth Management,who said; “Our firm’s trust offering has been a key element to our growth strategy and the attraction of talent to the firm, since trust services are a critical component to every family in the ultra-high-net-worth category.” To view the rankings, visit here: https://www.fa-mag.com/news/goodbye-to-all-that-68646.html?section=2
Evercore Wealth Management Short listed by Family Wealth Report for Outstanding CEO, CIO:
Outstanding CEO: Chris Zander
Outstanding CIO (Chief Investment Officer): John Apruzzese
We are looking forward to the formal announcement in May 2022.
Evercore Wealth Management was named to Financial Planning’s 2021 Registered Investment Advisors (RIA) Leaders List, which ranks the top 150 fee-only firms based on assets under management.
To view the rankings, click here.
Evercore Wealth Management was again named to the Barron’s annual ranking of top independent U.S. Registered Investment Advisors, or RIAs.
The ranking, which Barron’s subscribers can view here, includes both quantitative and qualitative considerations, including assets under management, experience and regulatory records. Additional metrics were incorporated, notably technology investment, staff diversity, and succession planning.
Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, with assets of $1 billion and over, by Financial Advisor.
To view the rankings, click here.
Evercore Wealth Management is ranked among the largest RIAs in San Francisco by the San Francisco Business Times.
For more information about the firm’s San Francisco office, please contact Keith McWilliams at keith.mcwilliams@evercore.com. To view the rankings, subscribers click here: https://www.bizjournals.com/sanfrancisco/subscriber-only/2020/06/05/largest-bay-area-wealth-management.html.
Evercore Wealth Management Partner Nancy Shavel Gabel was recognized by Citywealth’s 2021 Powerwomen Awards for winning Gold as Woman of the Year Leadership – Financial organization – Director.
Evercore Wealth Management has been shortlisted by the Family Wealth Report for four awards:
We are looking forward to the formal announcement in February 2021.
Evercore Wealth Management congratulates Partners Jewelle Bickford, Nancy Gabel, Helena Jonassen, and Kate Mulvany for their achievement as 2020 Notable Women in Financial Advice by Crain’s New York Business.
Read the article here.
Evercore ISI is the top ranked independent firm in the Institutional Investor’s All-America Equity Research survey for the seventh consecutive year. Ed Hyman, Evercore ISI founder and Chairman, rates the top in Economics – a recognition he has earned 40 times.
The2020 All-America Research team reflects the opinions of 3,667 individuals from almost 1,500 asset management firms and institutions, according to the magazine. For further information, please visit www.evercore.com.
Evercore Wealth Management was again named to Barron’s annual ranking of top independent U.S. Registered Investment Advisors, or RIAs.
The ranking, which Barron’s subscribers can view here, includes both quantitative and qualitative considerations, including assets under management, experience and regulatory records. Additional metrics were incorporated this year, notably technology investment, staff diversity, and succession planning.
Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, by Financial Advisor.
To view the rankings, click here.
Evercore Wealth Management has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.
The list recognizes top independent RIA firms from across the United States.
Factors considered by the Financial Times include assets under management, asset growth, industry certifications of key employees and the firm’s compliance records.
Evercore Wealth Management awarded by Family Wealth Report the 2020 top Private Client Investment Platform; Chris Zander named Leading Individual.
Click here to view these and other awards.
Evercore Wealth Management today announced the promotions of Portfolio Manager Jonathan Bergner and Financial Advisor Nancy Gabel to Partner.
“Jonathan and Nancy are experienced wealth management professionals who contribute significantly to the growth of our firm,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A. “These well-deserved promotions reflect their respective successes in their work and their commitment to meeting our clients’ goals and sustaining their trust.”
Mr. Bergner is a Portfolio Manager at Evercore Wealth Management. He works closely with the firm’s Wealth & Fiduciary Advisors, providing asset allocation and customized portfolio management to private clients, foundations and endowments.
Prior to joining Evercore Wealth Management in 2012 as a Managing Director, he led a team of portfolio managers at U.S. Trust in managing the assets of high net worth individuals and family foundations. He earlier directed investments at Ader Associates, a New York-based financial planning firm. He has a B.S. degree from Hobart College and holds the Chartered Financial Analyst and Certified Financial Planner designations. He is a member of the editorial review board of the Journal of Financial Planning and the New York Society of Security Analysts.
Ms. Gabel is a Financial Advisor at Evercore Wealth Management and Evercore Trust Company. She works closely with high net worth families and their attorneys and tax advisors. She represents Evercore Wealth Management and Evercore Trust Company at professional association events and leads the firms’ Continuing Legal Education, or CLE, program.
Prior to joining Evercore Wealth Management in 2010 as a Managing Director, Ms. Gabel ran the estate planning department at U.S. Trust and headed the firm’s intergenerational wealth planning group. She previously worked at Fried, Frank, Harris, Shriver & Jacobson as a trust and estates lawyer. She has a B.A., magna cum laude, from Ithaca College and a J.D. from New England School of Law. She is a member of both the New York and Massachusetts Bar Associations.
Evercore Wealth Management’s Minneapolis office ranks among top wealth managers in the Minneapolis and St. Paul area, according to the Minneapolis / St. Paul Business Journal, which based its survey on local assets under management.
To view the ranking, subscribers can click here.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25