Evercore Trust Company, a subsidiary of investment bank Evercore, said Monday that it has named Alan Lebowitz as a senior advisor. Lebowitz recently retired from the Department of Labor where he served as a Deputy Assistant Secretary for Program Operations for the Employee Benefits Security Administration.
NEW YORK–(BUSINESS WIRE)–Evercore Trust Company, N.A. announced today that Alan Lebowitz has joined the firm as a Senior Advisor based in Washington, DC. Mr. Lebowitz will provide guidance on policy and regulatory issues impacting Evercore Trust clients and consult on specific engagements.
Mr. Lebowitz brings extensive experience in ERISA fiduciary law and policy. Mr. Lebowitz recently retired from the Department of Labor after a distinguished 34-year career, where he was the Deputy Assistant Secretary for Program Operations for the Employee Benefits Security Administration (EBSA). In this role he functioned as EBSA’s chief operating officer, overseeing EBSA’s regulatory, enforcement and reporting activities. Mr. Lebowitz also served as the Acting Assistant Secretary of Labor for EBSA during several Presidential transition periods and in other instances. Prior to joining the Department of Labor, Mr. Lebowitz held several positions in the Employee Plans area at the Internal Revenue Service, ending as Chief of the Prohibited Transactions staff.
Ciara A. Burnham, Evercore Trust’s President and Chief Executive Officer, said, “We are delighted to welcome Mr. Lebowitz to Evercore Trust. Mr. Lebowitz adds an important dimension to our legal and regulatory expertise, and will help contribute to our strong track record of achieving successful outcomes for our clients and their employee benefit plans.”
Mr. Lebowitz received his B.A. from the University of Massachusetts at Amherst, Massachusetts, a J.D. from Suffolk University Law School in Boston, and an LL.M. in Taxation from The George Washington University Law School.
About Evercore Trust Company
Evercore Trust Company, N.A., a national trust bank regulated by the Office of the Comptroller of the Currency and a wholly owned subsidiary of Evercore, provides independent fiduciary services, specialized investment management, and trustee services to employee benefit plans and their sponsors. Evercore Trust also provides personal trustee, executor, and custody services, and partners with its affiliate Evercore Wealth Management to provide customized investment and wealth management services to families, individuals, and related institutions. Evercore Trust serves clients from its offices in New York, Washington D.C., Los Angeles, and San Francisco. More information about Evercore Trust can be found on the Company’s website at www.evercoretrustcompany.com.
Evercore is a leading independent investment banking advisory firm. Evercore’s Investment Banking business advises its clients on mergers, acquisitions, divestitures, restructurings, financings, public offerings, private placements and other strategic transactions and also provides institutional investors with high quality equity research, sales and trading execution that is free of the conflicts created by proprietary activities. Evercore’s Investment Management business comprises wealth management, institutional asset management and private equity investing. Evercore serves a diverse set of clients around the world from 20 offices in North America, Europe, South America and Asia. More information about Evercore can be found on the Company’s website at www.evercore.com.