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Richard (J.R.) is a Director at Evercore Wealth Management, based in Vero Beach and working with the firm’s Palm Beach and Tampa offices to develop long-term client and advisor relationships in Florida.
J.R. joined Evercore in 2024. He previously worked as a lead fixed income underwriter at Jefferies Financial Group and, earlier, at Morgan Stanley.
J.R. earned his B.S. from Skidmore College. He is a member of the Eagle Society at the Cleveland Clinic Indian River Foundation in Vero Beach, Florida.
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
