1
Q
Recent Awards
A
Leading RIA 2024
Barrons Top 100 Independent RIAs
2
Q
President + CEO
A
Christopher Zander
3
Q
employees, # advisors
A
100-200 employees
47 advisors
4
Q
Founded in ____
A
2008
5
Q
Evercore Wealth Client retention rate
A
99%
6
Q
AUM
A
$ 13.1B
7
Q
4 Services
A
Strategic wealth planning
global inventment management
trust & fiduciary
family office services
8
Q
Quarterly publication
A
Independent Thinking
9
Q
Values
A
Client Focus
Integrity
Excellence
Respect
DEI
Investment in people
Partnership
10
Q
S&P500
A
5,800
11
Q
Dow
A
42,900
12
Q
Nasdaq
A
18,500
13
Q
Gold
A
Above 2700
14
Q
Crude oil
A
69/barrel
15
Q
Biggest strength
A
building and maintaining relationships
16
Q
biggest weakness
A
task delegation
17
Q
Why should we hire you
A
client service, knowledge, experience, drive
18
Q
greatest accomplishments
A
SIE, S7
19
Q
A
