Bank / Wealth / Trust

Updated:

Evercore

Evercore is a leading global independent investment bank with a relentless commitment to delivering world-class strategic and financial advice.

Evercore logo

Evercore

Evercore is a leading global independent investment bank with a relentless commitment to delivering world-class strategic and financial advice. It is one of the world's fastest-growing independent investment banking firms and has approximately 2,600 current employees across 16 countries.

General information

Firm type

Bank / Wealth / Trust

Year founded

1995

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

John Weinberg

Chairman & CEO

Sector focus

Financial ServicesM&A AdvisoryRestructuring

Frequently asked questions

Who runs investment decisions at Evercore's investment management business?

Evercore's investment management division operates through Evercore Wealth Management, a registered investment advisor, and Evercore ISI, its equities and macro research platform. The firm's private equity vehicles, including Evercore Capital Partners, are managed by dedicated investment committees staffed by Senior Managing Directors. Specific portfolio management leadership is not aggregated in a single public-facing role.

Is Evercore structured more like a bank or an advisory partnership?

Evercore is an advisory partnership listed on the New York Stock Exchange. It does not take deposits, make loans, or engage in proprietary trading, which distinguishes it from universal banks. Its Senior Managing Directors collectively own a significant portion of the firm's equity, aligning compensation with advisory outcomes rather than balance-sheet usage.

How does Evercore source its advisory mandates?

Mandates are sourced primarily through long-term relationships maintained by Senior Managing Directors, many of whom joined from senior roles at major corporations, law firms, or government. The firm's restructuring practice in particular benefits from a reputation earned during the 2008 financial crisis, when it advised General Motors and the U.S. Treasury on the auto-industry bailout.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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