| Notes |
Jeff founded Evercore Wealth Management in 2008 with over 38 years of experience in developing and managing financial strategies for high-net-worth individuals, families and institutions.
Prior to founding Evercore Wealth Management, Jeff was the Chairman and CEO of the U.S. Trust Corporation and helped shape the firm into one of the top wealth management firms in the U.S. Throughout his career, Jeff has worked closely with U.S. Trust clients and he was the relationship manager for several of the firm's key accounts.
After joining U.S. Trust in 1970, he was named President in 1990 and Chief Operating Officer in 1994. Jeff became Chief Executive Officer of U.S. Trust in 2001 and was appointed Chairman of the Board in March 2002. In 2003, he joined Lehman Brothers as Chairman and Chief Executive Officer of Lehman Brothers Trust Company and remained with the firm through 2007. |