Evercore Wealth Management makes CEO and Chairman appointments

Chris Zander is to succeed Jeff Maurer as CEO of Evercore Wealth Management and a related firm, Evercore Trust Company, effective 2 January, 2020.

Maurer, who has led Evercore Wealth Management since its inception in 2008, will remain as Chairman of Evercore Wealth Management and Evercore Trust Company.

“I would like to congratulate Jeff and Chris on the thoughtfully planned and carefully managed leadership transition at our wealth management and personal fiduciary business,” says Ralph Schlosstein, Evercore President and CEO. “We are delighted with the firms’ progress to date and look forward to continuing strong investment performance and excellent client service.”

Roger Altman, Evercore Founder and Senior Chairman, says: “Jeff Maurer and Evercore established Evercore Wealth Management in 2008, in the depths of the Great Recession. The firm has since grown into one of the leading Registered Investment Advisory firms in the United States, succeeding by every measure and becoming a true leader in the wealth management business.”

Zander joined Evercore Wealth Management in 2008 as a founding partner from US Trust, where he managed the national multi-family office. He was named President of Evercore Trust Company in 2017 and President of Evercore Wealth Management in 2019. As CEO, he will work to drive continued strong growth, providing clients across the United States with personal wealth management and fiduciary services in a manner consistent with the Evercore culture of excellence and integrity.

Maurer will be based in the Palm Beach office of Evercore Wealth Management and Evercore Trust Company, and will continue to work with the firms’ family, foundation and endowment clients. He started his career in 1970 at US Trust where he served as President, CEO and Chairman.