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Articles tagged "Evercore"


Helena Jonassen: It was an enormously difficult decision for me to leave U. S. Trust.

Helena Jonassen bids farewell to US Trust after 18 years to rejoin breakaway colleagues at Evercore
The senior trust and fiduciary officer at the BoA subsidary is starting a new life at Evercore

Tuesday 7.8.14
Jeff Maurer: At no point did we say let's go hire as many people from GenSpring as possible.

How Jeff Maurer is now ploughing into Florida using his old Evercore tricks but with new GenSpring wrinkles
The U.S. Trust-alumni RIA shows no sign of let-up at $5 billion of AUM

Tuesday 4.29.14
Jewelle Bickford: Clients are happy to go where they want. One never knows who will follow.

A $4.7-billion RIA-under-investment-bank in NYC softens its macho edge by headhunting a top woman from GenSpring
Evercore will make Jewelle Bickford a partner and the gem of its outreach to the other gender

Wednesday 8.21.13
Keith McWilliams: It feels like we're going full circle back to where Scudder was.

Former U.S. Trust CEO leads his RIA to the $4.5 billion mark -- and gains a Left Coast presence -- acquiring $645 million Mt. Eden
Evercore Wealth Management is buying a firm that was on the prowl to gain scale through a purchase, then went the other way

Friday 11.9.12
New York not the center of the RIA world? Fuhgeddaboudit!

Why the slow-evolving metro New York area is still on course to be the capital of the RIA business
The city's sheer wealth and jungle-like powers of regeneration alone mean that it can stomp San Francisco

Wednesday 8.8.12
Jonathan Bergner wasn't discouraged from leaving U.S. Trust by the 45-day garden leave.

After a quick climb to $3.5 billion of AUM, Evercore solidifies service by drawing water -- again -- from US Trust talent well
Jonathan Bergner brings his skills from U.S. Trust, but assets may follow, too

Tuesday 5.1.12
Paulo Coelho: This is obviously a long-term move for me and my career.

In its latest talent grab, Evercore Wealth Management hires a 'young, up-and-coming player'
The $3.2 billion RIA is mostly made up of seasoned of ex-U.S. Trust stalwarts but its poach of Paulo Coelho from Convergent shows its mindfulness of the coming generation

Monday 4.9.12
Jim Steiner: I think it’s harder for RIAs to compete [in the UHNW market].

Wells Fargo targets tempting but treacherous UHNW market with Abbot Downing launch
With $33 billion of assets and legacy Lowry Hill and Calibre elements, the unit plans to hit the ground running and compete in a realm where RIAs are only starting to make a dent

Monday 4.2.12
Martha Pomerantz has helped raise billions of AUM from places like small-town South Dakota.

Evercore feasts on veterans of an elite Wells Fargo wealth management unit
Weaned on U.S.Trust talent, the New York-based RIA now has a Midwestern foothold and a formula for big-time poaching

Wednesday 9.7.11
Randy Allison Hustvedt was looking for the right fit.

A big Boston rainmaker joins an RIA start-up in New York with meteoric growth
Randy Hustvedt's hire to Evercore resumes hiring for ex-U.S. Trust CEO's fast-growing venture

Friday 4.29.11
Joe Duran: We’ll be a $100-million revenue RIA in two to three years.

One of a new breed of roll-ups taking center stage, United Capital is churning out deals again
After a broken engagement slowed its progress, the company is on a buying spree

Monday 9.20.10
Wendy Barasch was responsible for hiring and developing teams of financial advisors at Alliance Bernstein.

Evercore adds an Alliance Bernstein veteran to build out its advisory team
New York aggregator's warp speed growth continues with hire from big legacy firm

Thursday 4.15.10
Jeff Maurer: U.S. Trust was our launching pad, but our business plan does not rely on shopping at U.S. Trust.

Evercore is looking to its future after lifting out a huge team of U.S. Trust financial advisors
Former U.S. Trust CEO Jeff Maurer has brought his old magic to the new RIA

Thursday 4.8.10

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