Evercore Wealth Management Names Tracy Schneider to Managing Director and Director of Marketing and Sales Coordination

NEW YORK--(BUSINESS WIRE)-- Evercore Wealth Management today announced the appointment of Tracy Schneider to managing director and director of marketing and sales coordination. Based in New York City, Ms. Schneider manages the firm’s marketing efforts and works with Evercore Wealth Management and Evercore Trust Company advisors to serve ultra-high-net-worth families, foundations and endowments.

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 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.

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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