Evercore Wealth Management Names Jonathan Kropf Partner and Head of San Francisco Office

Rhea-AI Summary

Evercore Wealth Management has appointed Jonathan Kropf as partner and head of its San Francisco office, as well as managing director at Evercore Trust Company NA. Kropf, who joined in January 2025 from IEQ Capital, brings experience from First Republic Private Wealth Management and the SEC. He succeeds Keith McWilliams, who continues as a partner and wealth advisor at the firm.

The appointment aims to strengthen Evercore's presence in San Francisco and enhance its wealth management services. The firm, listed on NYSE as EVR, manages $13.8 billion in client assets as of September 30, 2024, serving high-net-worth families, foundations, and endowments across the United States through customized strategic wealth planning, investment management, and trust services.

Positive

• Assets under management of $13.8 billion as of September 30, 2024
• Strategic expansion of leadership team in key San Francisco market

Negative

• None.

NEW YORK--(BUSINESS WIRE)-- Evercore Wealth Management today announced the appointment of Jonathan Kropf as partner and head of the San Francisco office. He is also named a managing director at Evercore Trust Company NA.

Mr. Kropf joined Evercore in January 2025 from IEQ Capital, where he worked with advisor teams focused on business growth. Previously, he held a similar role as an executive at First Republic Private Wealth Management. He began his career at the U.S. Securities and Exchange Commission in Washington, D.C. Mr. Kropf has additionally worked as a management consultant at PwC, advising asset managers and the U.S. Department of Treasury.

Mr. Kropf succeeds Keith McWilliams in leading the Evercore Wealth Management San Francisco office. Mr. McWilliams continues as a partner and wealth & fiduciary advisor at the firm, working with ultra-high-net-worth clients, foundations and endowments.

“We are excited to welcome Jon to our growing firm,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company. “Jon is an experienced, high-energy wealth management leader who will build on the successes of Keith McWilliams and our San Francisco team to serve our clients and grow our business.”

Mr. Kropf is a member of the Evercore Wealth Management Strategic Planning Committee.

He earned his B.A. from Macalester College.

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 and financial 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, delivers equity research and equity sales and agency trading execution, and provides 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.

About Evercore Wealth Management

Evercore Wealth Management LLC, a subsidiary of Evercore Inc., serves high-net-worth families, foundations, and endowments across the United States, delivering customized strategic wealth planning, investment management, and trust and custody services. The firm manages $13.8 billion in client assets as of September 30, 2024. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company N.A., a national trust bank regulated by the Office of the Comptroller of the Currency. More information about planning, investing and personal fiduciary services at Evercore Wealth Management and Evercore Trust Company N.A. can be found at www.evercorewealthandtrust.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250122034005/en/

Media Contact:

Aline Sullivan

Lexicon Associates, for Evercore Wealth Management LLC and Evercore Trust Company N.A.

+1.203.918.3389

Investor Contact:

Katy Haber

Head of Investor Relations & ESG

InvestorRelations@Evercore.com

Source: Evercore Wealth Management

FAQ

What is Evercore Wealth Management's AUM as of September 2024?

Evercore Wealth Management manages $13.8 billion in client assets as of September 30, 2024.

Who is the new head of Evercore's San Francisco office in 2025?

Jonathan Kropf has been appointed as partner and head of Evercore's San Francisco office in January 2025.

What services does Evercore Wealth Management (EVR) provide?

Evercore Wealth Management provides customized strategic wealth planning, investment management, and trust and custody services to high-net-worth families, foundations, and endowments across the United States.

What is Jonathan Kropf's previous work experience before joining EVR?

Before joining Evercore, Jonathan Kropf worked at IEQ Capital, First Republic Private Wealth Management, the U.S. Securities and Exchange Commission, and as a management consultant at PwC.