Evercore Wealth Management has added Allan Kaplan as a Managing Director and Wealth Advisor. Kaplan joins Evercore Wealth Management from Merrill Lynch, where he served as an advisor to high net worth families and family offices. Kaplan is based in San Francisco.
Evercore Wealth Management, LLC, today announced the appointment of Allan Kaplan as a Managing Director and Wealth Advisor.
Mr. Kaplan joins Evercore Wealth Management from Merrill Lynch, where he served as an advisor to high net worth families and family offices, responsible for designing and implementing wealth management strategies and constructing investment portfolios.
He was previously with Mainstream Investments, managing equity and debt portfolios for private investors. Prior to Mainstream, Mr. Kaplan was with Goldman Sachs, as an advisor to high net worth individuals and family offices.
“Allan is a welcome addition to our San Francisco team,” said Evercore Wealth Management CEO Jeff Maurer. “His investment and advisory experience, coupled with his commitment to our approach to client service, will contribute to the firm’s continued growth across the United States.”
Mr. Kaplan is based in San Francisco and reports to Iain Silverthorne, a Partner and Wealth Advisor at the firm.
He is a graduate of the University of California, Santa Cruz, and the University of California, Berkeley School of Law (Boalt Hall).
About Evercore Wealth Management
Evercore Wealth Management, LLC, a subsidiary of Evercore Partners Inc., serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. Evercore Wealth Management is a registered investment advisor, with offices in New York, Minneapolis and San Francisco. The firm, which was founded in November 2008, manages client assets totaling $3.6 billion as of June 30, 2012. Additionally, Evercore Wealth Management offers personal trust services to its clients though Evercore Trust Company, N.A., a national trust bank with $32.3 billion in assets under administration, as of June 30, 2012. More information about Evercore Wealth Management and its team of advisors can be found at www.evercorewealthmanagement.com .
About Evercore Partners
Evercore Partners 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 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 its offices in New York, Boston, Chicago, Minneapolis, Houston, Los Angeles, San Francisco, Washington D.C., Toronto, London, Aberdeen, Scotland, Mexico City and Monterrey, Mexico, Hong Kong and Rio de Janeiro and Sao Paulo, Brazil.