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Articles tagged "Jeff Maurer"


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
Jordan Szekely brings investment banking acument, wealth management experience and relative youth to Evercore.

Evercore makes a wealth management hire from Goldman Sachs who's fluent in investment banking
The big $3.6-billion NYC RIA is looking to get cooler, smarter and more in touch with the entity that owns a major chunk of it

Thursday 8.23.12
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
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



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