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Evercore Wealth Management, LLC, today announced the appointment of Jordan Szekely as a Vice President and Financial Advisor.
Mr. Szekely joins Evercore Wealth Management from Goldman Sachs, where he served as a wealth advisor 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 CEO Jeff Maurer welcomed Mr. Szekely, noting that his experience in similar and complementary roles will contribute to the continued growth of the firm across the United States.
“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,” said Mr. Maurer. “His investment background and enthusiasm for our goals-based approach to wealth management make him a valuable addition to our team.”
Mr. 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.
He is a graduate of the University of Pennsylvania, where he received a B.A. in Economics and Psychology, and of the Columbia Graduate School of Business, where he received a M.B.A. in Finance within the Value Investing Program.
About Evercore Wealth Management
Evercore Wealth Management, LLC, a subsidiary of Evercore Partners Inc., serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. Evercore Wealth Management is a registered investment advisor, with offices in New York, Minneapolis and San Francisco. The firm, which was founded in November 2008, manages client assets totaling $3.6 billion, as of June 30, 2012. Additionally, Evercore Wealth Management offers personal trust services to its clients though Evercore Trust Company, N.A., a national trust bank with $32.3 billion in assets under administration, as of June 30, 2012. More information about Evercore Wealth Management and its team of advisors can be found at
About Evercore Partners