This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Evercore Wealth Management Appoints Jordan Szekely Vice President And Financial Advisor

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

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free


Chart of I:DJI
DOW 17,813.39 +1.20 0.01%
S&P 500 2,088.87 -0.27 -0.01%
NASDAQ 5,116.1430 +13.3350 0.26%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs