This Day On The Street
Continue to site
ADVERTISEMENT
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 Allan Kaplan Managing Director And Wealth Advisor

Evercore Wealth Management, LLC, today announced the appointment of Allan Kaplan as a Managing Director and Wealth Advisor.

Mr. Kaplan joins Evercore Wealth Management from Merrill Lynch, where he served as an advisor to high net worth families and family offices, responsible for designing and implementing wealth management strategies and constructing investment portfolios.

He was previously with Mainstream Investments, managing equity and debt portfolios for private investors. Prior to Mainstream, Mr. Kaplan was with Goldman Sachs, as an advisor to high net worth individuals and family offices.

"Allan is a welcome addition to our San Francisco team," said Evercore Wealth Management CEO Jeff Maurer. "His investment and advisory experience, coupled with his commitment to our approach to client service, will contribute to the firm's continued growth across the United States."

Mr. Kaplan is based in San Francisco and reports to Iain Silverthorne, a Partner and Wealth Advisor at the firm.

He is a graduate of the University of California, Santa Cruz, and the University of California, Berkeley School of Law (Boalt Hall).

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 www.evercorewealthmanagement.com.

About Evercore Partners

Evercore Partners is a leading independent investment banking advisory firm. Evercore’s Investment Banking business advises its clients on mergers, acquisitions, divestitures, restructurings, financings, public offerings, private placements and other strategic transactions and also provides institutional investors with high quality research, sales and trading execution that is free of the conflicts created by proprietary activities; Evercore’s Investment Management business comprises wealth management, institutional asset management and private equity investing. Evercore serves a diverse set of clients around the world from its offices in New York, Boston, Chicago, Minneapolis, Houston, Los Angeles, San Francisco, Washington D.C., Toronto, London, Aberdeen, Scotland, Mexico City and Monterrey, Mexico, Hong Kong and Rio de Janeiro and São Paulo, Brazil. More information about Evercore can be found on the Company’s website at www.evercore.com.

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
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
SYM TRADE IT LAST %CHG

Markets

Chart of I:DJI
DOW 16,102.38 -272.38 -1.66%
S&P 500 1,921.22 -29.91 -1.53%
NASDAQ 4,683.9190 -49.5780 -1.05%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs