$EVR (Evercore Partners Inc.)

$EVR {{ '2016-05-19T13:49:33+0000' | timeago}} • Announcement

Investment banking advisory firm $EVR said its subsidiary Evercore Wealth Management, LLC has appointed Thomas Mahowald as a Managing Director and Portfolio Manager. Mr. Mahowald reports to Martha Pomerantz, a Partner and Portfolio Manager. He joins Evercore Wealth Management from US Trust, Bank of America Private Wealth Management.

$EVR {{ '2017-07-10T12:37:08+0000' | timeago}} • Announcement

$EVR subsidiary Evercore Wealth Management has appointed Debora Carswell as Managing Director and Financial Advisor at the Florida office. She will work directly with families in the region. Most recently, Carswell led the private wealth management practice of SunTrust Bank.

$EVR {{ '2017-06-30T12:28:42+0000' | timeago}} • Announcement

Financial advisory firm $EVR has named Paul Stefanick as Senior Managing Director of its investment Banking business. Stefanick will also join Evercore’s Management Committee and Senior Advisory Partner Group. Most recently, he served Deutsche Bank as MD and Chairman of Global Corporate and Investment Banking.

$EVR {{ '2017-05-09T13:34:58+0000' | timeago}} • Announcement

$EVR agreed to sell the institutional trust and independent fiduciary business of its subsidiary Evercore Trust Co. to Newport Group. The Evercore Trust Co. charter will remain with $EVR and the entity will continue providing trust and custody services to Evercore Wealth Management, $EVR's wealth management subsidiary.

$EVR {{ '2017-04-18T16:19:47+0000' | timeago}} • Announcement

$EVR appointed Waleed El-Amir as Senior Advisor for the Middle East, Africa and Turkey of its Investment Banking business. $EVR expects to open a new office in Dubai early in 2Q17. Most recently, El-Amir was head of Group Finance of UniCredit.

$EVR {{ '2017-03-01T14:58:48+0000' | timeago}} • Announcement

Investment banking advisory firm $EVR announced that Pedro Aspe has retired from the company, completing the transition of leadership to Augusto Arellano, a veteran Senior MD of $EVR in Mexico. Augusto served as the CEO of $EVR’s businesses in Mexico for the past year.

$EVR {{ '2017-01-31T17:52:12+0000' | timeago}} • Announcement

$EVR appointed Masuo Fukuda as Senior Managing Director of its Investment Banking business. Fukuda was most recently Co-Head of the Investment Banking Group at Mizuho Securities.

$EVR {{ '2017-01-31T17:43:24+0000' | timeago}} • Announcement

$EVR and Luminis Partners strengthened their exclusive strategic alliance for cross-border M&A advisory services, as $EVR acquired a 19% interest in Luminis Partners. The two firms will continue to leverage their combined expertise and broad network of corporate relationships to provide independent, objective advice to their clients.

$EVR {{ '2017-01-05T17:38:30+0000' | timeago}} • Announcement

$EVR announced appointment of Ira Wolfson as a Senior Managing Director of its Investment Banking business. Wolfson will be based in New York and will focus on advising clients in the industrial sector.

$EVR {{ '2016-11-16T20:11:58+0000' | timeago}} • Announcement

$EVR said John Weinberg has joined the company as Chairman of the Board and Executive Chairman. He joins a senior management team that now includes Roger Altman, who will become Founder and Senior Chairman, and Ralph Schlosstein, President and Chief Executive Officer. Both Altman and Schlosstein will remain on the Board of Directors.

$EVR {{ '2016-10-03T11:14:31+0000' | timeago}} • Announcement

$EVR and the principals of its Mexican private equity business, Evercore Mexico Capital Partners, announced the completion of the transfer of control of the business to Glisco Partners Inc. Glisco was a new entity formed by the principals, under the terms of the transaction agreement announced on July 20, 2016.

$EVR {{ '2016-09-14T12:02:27+0000' | timeago}} • Announcement

$EVR said Cyrille Cotte will be joining the Firm's Investment Banking business later this month as a Managing Director in the Financial Institutions Group in London. He will predominantly focus on advising clients in the UK and European Insurance sector.

$EVR {{ '2016-09-12T14:50:30+0000' | timeago}} • Announcement

Investment banking advisory firm $EVR stated that it named Dimitrios Georgiou as Senior Managing Director. Mr. Georgiou will be focusing on advising clients on M&A and capital-raising assignments in the Industrials and Services sectors.

$EVR {{ '2016-07-20T12:28:01+0000' | timeago}} • Announcement

$EVR said that under the terms of its Mexican private equity business transition plan, the company will receive a fixed percentage of the management fees earned by the new entity Glisco for a period of up to ten years and a portion of the carried interest in the next two successor funds.

$EVR {{ '2016-07-20T12:24:10+0000' | timeago}} • Announcement

Investment banking advisory firm $EVR said that it has planned to transfer its Mexican private equity business to its principals Evercore Mexico Capital Partners (EMCP). EMCP has formed a new entity, Glisco Partners, which will manage the existing EMCP funds. Transaction is expected to complete before 2016.

$EVR {{ '2016-07-15T15:46:12+0000' | timeago}} • Announcement

Evercore Wealth Management LLC, unit of $EVR, said it appointed Douglas Dewey as a Managing Director and Financial Advisor. Dewey is based in New York City and reports to Partner Jay Springer. He earlier worked at Barclays in New York, advising private and institutional clients on financial planning and asset allocation.

$EVR {{ '2016-06-22T18:03:06+0000' | timeago}} • Announcement

Investment banking company $EVR said its subsidiary Evercore Wealth Management has appointed Douglas Dewey as a Managing Director and Financial Advisor. Mr. Dewey is based in New York City and reports to Jay Springer, a partner at Evercore Wealth Management. Prior to $EVR, Mr. Dewey has worked with companies like Barclays and Murphy Healthcare.

$EVR {{ '2016-05-19T13:49:33+0000' | timeago}} • Announcement

Investment banking advisory firm $EVR said its subsidiary Evercore Wealth Management, LLC has appointed Thomas Mahowald as a Managing Director and Portfolio Manager. Mr. Mahowald reports to Martha Pomerantz, a Partner and Portfolio Manager. He joins Evercore Wealth Management from US Trust, Bank of America Private Wealth Management.

$EVR {{ '2016-05-02T13:51:07+0000' | timeago}} • Announcement

Investment banking advisory firm $EVR said that Michael Palm has agreed to join the company's Investment Banking business as a Senior Managing Director. Mr. Palm will focus on $EVR's global efforts in the industrials sector and will be based in Chicago.

$EVR {{ '2016-04-25T17:28:10+0000' | timeago}} • Announcement

Investment banking advisory firm $EVR said that Dan Ward has been named as a Senior Managing Director of the company's Investment Banking business. Mr. Ward will focus on $EVR's global efforts in the energy sector and will be based in New York.

$EVR {{ '2016-03-21T12:21:42+0000' | timeago}} • Announcement

Evercore Trust Company, a subsidiary of $EVR said that it has appointed Lori E. Bostrom as a Managing Director based in New York, further expanding the legal and regulatory expertise of the team. Ms. Bostrom will mainly focus on retirement products, mutual funds and other investment vehicles, and insurance.

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