Evercore Wealth Management Names Tracy Schneider to Managing Director and Director of Marketing and Sales Coordination
Evercore Wealth Management has appointed Tracy Schneider as Managing Director and Director of Marketing and Sales Coordination. Based in New York City, Schneider will manage marketing efforts and work with Evercore Wealth Management and Trust Company advisors serving ultra-high-net-worth families, foundations, and endowments. She joins from J.P. Morgan Wealth Management, where she was an executive director. Evercore Wealth Management currently manages $13.8 billion in client assets as of September 30, 2024, offering strategic wealth planning, investment management, and trust services through its subsidiary Evercore Trust Company N.A.
Evercore Wealth Management ha nominato Tracy Schneider come Direttore Generale e Direttore del Marketing e della Coordinazione Vendite. Con sede a New York City, Schneider gestirà gli sforzi di marketing e collaborerà con gli advisor di Evercore Wealth Management e Trust Company al servizio di famiglie con ultra-alto patrimonio netto, fondazioni e endowment. Si unisce a noi da J.P. Morgan Wealth Management, dove ricopriva il ruolo di direttore esecutivo. Evercore Wealth Management attualmente gestisce $13.8 miliardi in attivi dei clienti al 30 settembre 2024, offrendo pianificazione patrimoniale strategica, gestione degli investimenti e servizi fiduciari tramite la sua consociata Evercore Trust Company N.A.
Evercore Wealth Management ha nombrado a Tracy Schneider como Directora General y Directora de Coordinación de Marketing y Ventas. Con sede en Nueva York, Schneider gestionará los esfuerzos de marketing y trabajará con los asesores de Evercore Wealth Management y Trust Company que atienden a familias de ultra alto patrimonio, fundaciones y dotaciones. Se une a nosotros desde J.P. Morgan Wealth Management, donde fue directora ejecutiva. Evercore Wealth Management actualmente gestiona $13.8 mil millones en activos de clientes al 30 de septiembre de 2024, ofreciendo planificación patrimonial estratégica, gestión de inversiones y servicios fiduciarios a través de su subsidiaria Evercore Trust Company N.A.
Evercore Wealth Management는 Tracy Schneider를 전무 이사 겸 마케팅 및 판매 조정 이사로 임명했습니다. 뉴욕시에 본사를 둔 Schneider는 마케팅 노력을 관리하고 ultra-high-net-worth 가족, 재단 및 기부금을 제공하는 Evercore Wealth Management 및 Trust Company 상담사와 협력할 것입니다. 그녀는 J.P. Morgan Wealth Management에서 임원 이사로 재직하다 합류했습니다. Evercore Wealth Management는 현재 2024년 9월 30일 기준으로 $138억의 고객 자산을 관리하고 있으며, 자회사인 Evercore Trust Company N.A.를 통해 전략적 자산 계획, 투자 관리 및 신탁 서비스를 제공하고 있습니다.
Evercore Wealth Management a nommé Tracy Schneider au poste de Directrice Générale et de Directrice de la Coordination Marketing et Ventes. Basée à New York, Schneider gérera les efforts de marketing et collaborera avec les conseillers d' Evercore Wealth Management et de Trust Company qui servent des familles très fortunées, des fondations et des dotations. Elle rejoint l'entreprise après avoir été Directrice Exécutive chez J.P. Morgan Wealth Management. Evercore Wealth Management gère actuellement 13,8 milliards de dollars d'actifs clients au 30 septembre 2024, offrant une planification patrimoniale stratégique, une gestion d'investissement et des services de fiducie par l'intermédiaire de sa filiale Evercore Trust Company N.A.
Evercore Wealth Management hat Tracy Schneider zur Geschäftsführerin und Direktorin für Marketing und Vertriebskoordination ernannt. Mit Sitz in New York City wird Schneider die Marketingbemühungen leiten und mit den Beratern von Evercore Wealth Management und Trust Company zusammenarbeiten, die ultra-vermögende Familien, Stiftungen und Stiftungen betreuen. Sie kommt von J.P. Morgan Wealth Management, wo sie als Executive Director tätig war. Evercore Wealth Management verwaltet derzeit 13,8 Milliarden Dollar an Kundenvermögen per 30. September 2024 und bietet durch ihre Tochtergesellschaft Evercore Trust Company N.A. strategische Vermögensplanung, Investmentmanagement und Treuhanddienste an.
- Assets under management of $13.8 billion demonstrates significant scale in wealth management
- Strategic hire strengthens ultra-high-net-worth client services capabilities
- None.
Ms. Schneider joins Evercore from J.P. Morgan Wealth Management, where she was an executive director in an ultra-high-net-worth advisory team, and previously led the ultra-high-net-worth advisor marketing program. Prior to J.P. Morgan, she was a director at AllianceBernstein, in the private wealth management group.
“We are happy to welcome Tracy to our team,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company NA. “Her deep experience in supporting ultra-high-net-worth client teams will contribute to the continued growth of our firm across the United States.”
Ms. Schneider earned her B.B.A. degree in finance from the George Washington University.
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
About Evercore Wealth Management
Evercore Wealth Management LLC, a subsidiary of Evercore Inc., serves high-net-worth families, foundations, and endowments across
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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
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