Evercore Wealth Management Appoints Justin Miller as Partner and National Director of Wealth Planning
July 08 2021 - 8:00AM
Business Wire
Evercore Wealth Management today announced the appointment of
Justin Miller as Partner and National Director of Wealth Planning.
Mr. Miller will additionally serve as a Senior Wealth and Fiduciary
Advisor at the San Francisco office of Evercore Wealth Management
and Evercore Trust Company, N.A.
Mr. Miller joins Evercore from BNY Mellon Wealth Management,
where he worked as a national wealth strategist, advising clients
on tax, trusts and estates, charitable planning and family
governance. Prior to joining BNY Mellon in 2011, he worked at Wells
Fargo and, earlier, at Sidley Austin, where he began his career as
a tax attorney.
“Justin is a welcome addition to our growing national team,”
said Chris Zander, CEO of Evercore Wealth Management and Evercore
Trust Company. “His deep industry knowledge, broad professional
network and positive attitude make him a terrific fit for our
firm.”
Mr. Miller is an adjunct professor at Golden Gate University
School of Law, a Fellow of the American Bar Foundation, and a
Fellow of the American College of Trust and Estate Counsel. He has
served in leadership positions with the American Bar Association,
California Bar Foundation, San Francisco Estate Planning Council,
and State Bar of California, and is a former editor-in-chief of the
California Tax Lawyer. Additionally, he is a past recipient of the
Outstanding Conference Speaker Award from the California Society of
CPAs and the V. Judson Klein Award from the California Tax Bar.
Mr. Miller received a B.A., with honors, from the University of
California, Berkeley, and a J.D. and LL.M. in Taxation from New
York University School of Law. He also holds the Accredited Estate
Planner® and CERTIFIED FINANCIAL PLANNER™ designations and is a
member of the State Bar of California.
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 an
investment advisor registered with the U.S. Securities and Exchange
Commission, with offices in New York, Minneapolis, Palm Beach, San
Francisco and Tampa. The firm manages $10.6 billion in client
assets as of March 31, 2021.
Additionally, Evercore Wealth Management offers personal trust
and custody services to its clients through its Wilmington,
Delaware-based affiliate Evercore Trust Company, N.A. More
information about planning, investing and personal fiduciary
services at Evercore Wealth Management can be found at
www.evercorewealthandtrust.com.
About Evercore
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 the Americas, Europe, the Middle East and Asia. For more
information, please visit www.evercore.com.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20210708005199/en/
Investor Contact: Hallie Elsner Miller Head of Investor
Relations +1.917.386.7856 Media Contact: Aline Sullivan
Lexicon Associates, for Evercore Wealth Management, LLC and
Evercore Trust Company, N.A. +1.203.918.3389
Evercore (NYSE:EVR)
Historical Stock Chart
From Aug 2024 to Sep 2024
Evercore (NYSE:EVR)
Historical Stock Chart
From Sep 2023 to Sep 2024