Evercore Wealth Management appoints Jordan Szekely vice president and financial adviser
Evercore Wealth Management has appointed Jordan Szekely as a vice president and financial adviser.
Szekely joins Evercore Wealth Management from Goldman Sachs, where he served as a wealth adviser to high net worth individuals, families and foundations.
Previously, he worked in corporate and business development at Focus Financial Partners, and as a private equity professional at Veronis Suhler Stevenson and at TA Associates, sourcing, executing and monitoring private equity and mezzanine investments.
He began his career in 1999 as a mergers and acquisition specialist at Lehman Brothers.
Evercore Wealth Management chief executive Jeff Maurer says: “Jordan will work closely with our colleagues in New York, Minneapolis and San Francisco to deliver the highest standard of independent advice, service and investment management. His investment background and enthusiasm for our goals-based approach to wealth management make him a valuable addition to our team.”
Szekely will be based at the New York City headquarters of Evercore Wealth Management, reporting to Wendy Barasch, partner and head of sales and marketing.
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