NEW YORK--(BUSINESS WIRE)--Evercore Wealth Management today announced the appointment of Michael Beck as a Managing Director and Portfolio Manager.
Mr. Beck joins Evercore from Goldman Sachs, where he advised and managed portfolios for high net worth clients including partners in the firm and financial services executives, and for family offices, foundations and endowments. He worked at Goldman Sachs for seven years; he was earlier a trader at Edward Jones Investments, where he started his career in 2007.
“Michael’s energy, experience and strong relationships in the financial services community make him a welcome addition to our team,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A. “He shares our values of working directly with clients, providing comprehensive advice and service, and top-tier investment performance.”
Mr. Beck is based in New York and reports to Jay Springer, a Partner and Portfolio Manager at Evercore Wealth Management.
Mr. Beck earned a B.S. from Pennsylvania State University and an M.B.A. from the Cornell SC Johnson Graduate School of Management, with a concentration in Capital Markets and Asset Management.
Mr. Beck serves as Vice Chair of the Board of The Financial Clinic, a non-profit organization championing financial literacy and economic security.
About Evercore Wealth Management
Evercore Wealth Management, LLC, a subsidiary of Evercore, serves high net worth families, endowments and foundations, delivering customized investment management, financial planning, and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm manages $8.5 billion in client assets as of September 30, 2019. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through Evercore Trust Company, N.A. More information about planning, investing, and personal fiduciary services at Evercore Wealth Management can be found at www.evercorewealthmanagement.com.
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public and private capital and delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East and Asia. For more information, please visit www.evercore.com.