With our breadth and depth of industry coverage and capabilities, combined with Seneca Evercore’s local knowledge and relationships, we believe that together we have created a unique opportunity to best serve our respective clients.”For partnerships, content marketing or advertising inquiries, please contact Edwin through his LinkedIn Profile© Copyright 2020 citybizlist She is a member of both the New York and Massachusetts Bar Associations.Kate received her B.S. She is now an Emeritus Board member. Continuously from 2003 through 2007, she attended Fortune’s Most Powerful Women Summit.Jennifer is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., focused on financial planning, estate and wealth transfer planning, and goals-based asset allocation for individuals and families.As CEO of Evercore Wealth Management and Evercore Trust Company, Chris continues to work directly with families, foundations and endowments across the United States.
in History from the University of Pennsylvania in 1997 and his M.B.A. in Finance from Columbia University in 2003. NEW YORK--(BUSINESS WIRE)--Evercore (NYSE: EVR) announced today that it has entered into a strategic alliance with Seneca Evercore, an independent strategic advisory firm based in São Paulo, Brazil.The partnership allows the two firms to leverage their combined capabilities and knowledge, expanding Evercore’s global network and broadening Seneca Evercore’s set of solutions for clients. She also worked as a financial analyst at Iridian Asset Management and Red Coat Capital.
in Economics from Hobart College in 1984. Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.
In 2003, he joined Lehman Brothers as Chairman and Chief Executive Officer of Lehman Brothers Trust Company and remained with the firm through 2007.
He has over 25 years of experience in managing fixed-income investment strategies.She joined Evercore in 2014 from U.S. Trust, where she worked for 18 years as a trust and fiduciary officer and as a lead relationship advisor to families with complex wealth management needs.She received her B.A.
She is a Trustee Emeritus of Women for Women International, Women’s Media Center and Randolph-Macon Women’s College, now Randolph College. He has over 30 years of experience in analyzing municipal securities.Karen is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and the Chief Fiduciary Officer at Evercore Trust Company, N.A. We are excited about this alliance and we believe that we have found the right partner in Seneca Evercore, led by two of the most experienced Advisory bankers in Brazil. The Evercore Wealth Management New York team delivers comprehensive and personalized wealth management, integrating wealth planning and investment strategy. Prior to joining Evercore, Mr. Aaron was a Partner in the Investment Banking Division of Goldman Sachs.
Jill is also a member of the New York Society of Security Analysts and 100 Women in Finance.Kate joined Evercore in 2009 from U.S. Trust, where she led a number of complex personal and fiduciary relationships and served as leader of the Southwest Connecticut and Long Island Trust groups.Fred is a Senior Advisor to Evercore Wealth Management and is a member of the Investment Policy and Equity Selection Committees.Prior to joining Evercore in 2008, Nancy ran the estate planning department at U.S. Trust and headed the firm’s intergenerational wealth planning group. Prior to joining U.S. Trust in 2000, he directed investments at Ader Associates, a New York-based financial planning firm.Tim joined Evercore in 2009. and LL.M. Paul Aaron joined Evercore in November 2017 as a Senior Managing Director and a senior banker in our advisory business based in New York. We plan to utilize Evercore’s broad capabilities and footprint and, in turn, we will share our own regional expertise and network of relationships.”Tishman Speyer President and CEO Rob Speyer today announced the firm has hired Gary Rodney to help establish and manageRalph Schlosstein, Co-Chairman and Co-Chief Executive Officer of Evercore, said, “Brazil is a fast growing and important market for our global clients and our firm.
He is also the co-manager of the Evercore Equity Fund, an equity mutual fund advised by the firm. from the University of Colorado and her M.B.A. from Rice University’s Jones Graduate School of Business. from St. John’s University School of Law.Gary is a Senior Advisor to Evercore Wealth Management and is a member of the Investment Policy Committee.Charlie earned his B.A. View all 2,006 employees ; Report this company; Overview; Jobs; Life; About us. “I believe they are an excellent match with our Core Values, and I am genuinely looking forward to working closely once again with Daniel and Rodrigo and their team.”Daniel Wainstein and Rodrigo Mello, together with other partners, recently acquired the Greenhill Brazil platform, renaming it Seneca Evercore. Evercore Wealth Management 55 East 52nd Street New York, NY 10055 212.822.7620 He served with the United States Army Security Agency from 1966 through 1967.Jim is a Partner and Portfolio Manager at Evercore Wealth Management.