citations for verification . please help improve this article by adding citations to reliable sources . unsourced material may be challenged and removed . march 2012 learn how and when to remove this template message evercore wealth management llc type financial services industry financial services founded 2008 founder jeff maurer headquarters new york new york san francisco california los angeles california tampa florida & minneapolis minnesota united states number of employees 76 parent evercore nyse evr subsidiaries evercore trust company n.a. website evercorewealthmanagement.com evercore wealth management llc is the wealth management division of evercore an investment bank based in new york . the bank is a registered investment advisor delivering customized investment management financial planning trust and custody services further explanation needed to high net worth individuals families and related institutions across the us . contents 1 history 2 acquisitions 3 references 4 notes 5 external links history edit the firm was founded in 2009 by the former chief executive officer of u.s. trust jeff maurer who was accompanied by seventeen of his colleagues . the former u.s. trust staff members left the company after it was sold by the charles schwab corporation to the bank of america in 2006 . 1 as of september 30 2014 evercore wealth management consisted of 26 partners offices in new york city san francisco los angeles tampa and minneapolis us 5.5 billion in assets and more than 70 employees . evercore also receives backing from the investment bank evercore partners which will assume complete ownership of the wealth management firm in 2020 . 2 personal trust services are conducted through evercore trust company n.a a national trust bank that as of september 30 2014 held us 42.1 billion in assets . acquisitions edit on may 4 2010 the firm completed the acquisition of morse williams and company inc. a registered investment advisor . in a related transaction the firm acquired the wall street fund wallx a mutual fund launched on december 23 1945 . on april 7 2013 evercore wealth management opened a new office in tampa florida its first in the state and named three new partners . this move is intended to increase the firm s service for clients in florida and the southeast united states . 3 references edit brooke southall 8 april 2010 . evercore is looking to its future after lifting out a huge team of u.s. trust financial advisors . ria biz . riabiz llc . retrieved 20 august 2012 . kelly o mara 9 april 2012 . in its latest talent grab evercore wealth management hires a young up and coming player . ria biz . riabiz llc . retrieved 20 august 2012 . evercore wealth management expands to florida names three new partners notes edit evercore wealth management named among 50 top wealth managers barron s survey 2010 wealth manager ups the ante for clients 9 12 2011 breakaway trust officers financial advisor . 4 10 2010 evercore wealth management the challenge of sustaining a fast start . wealth briefing 2 22 2010 evercore wealth management to buy morse williams & co. 1 25 2101 evercore wealth management expands to the midwest good bad and ugly . barron s cover august 29 2011 research provided by evercore wealth management an investment firm evercore offers clients honest returns roger altman tells tampa clients there s little to fear on the economic horizon external links edit official website evercore company website retrieved from https en.wikipedia.org w index.php title evercore wealth management & oldid 738813013 categories financial services companies based in new york citycompanies established in 2008hidden categories articles needing additional references from march 2012all articles needing additional referenceswikipedia articles needing clarification from june 2012 navigation menu personal tools not logged intalkcontributionscreate accountlog in namespaces article talk variants views read edit view history more search navigation main pagecontentsfeatured contentcurrent eventsrandom articledonate to wikipediawikipedia store interaction helpabout wikipediacommunity portalrecent changescontact page tools what links hererelated changesupload filespecial pagespermanent linkpage informationwikidata itemcite this page print export create a bookdownload as pdfprintable version languages add links this page was last modified on 11 september 2016 at 05 42 . text is available under the creative commons attribution sharealike license ; additional terms may apply . by using this site you agree to the terms of use and privacy policy . wikipedia is a registered trademark of the wikimedia foundation inc. a non profit organization . privacy policy about wikipedia disclaimers contact wikipedia developers cookie statement mobile view