Evercore Wealth Management said Tuesday that it has named Jewelle Bickford as partner and wealth advisor. Prior to joining Evercore, Bickford served as a senior strategist at GenSpring Family Offices. A subsidiary of the investment bank Evercore, Evercore Wealth Management is a provider of financial planning for high-net worth individuals, families and institutions.
NEW YORK–(BUSINESS WIRE)–Evercore Wealth Management, LLC, today announced the expansion of its national wealth advisory service with the appointment of Jewelle Bickford as Partner and Wealth Advisor.
Ms. Bickford joins Evercore Wealth Management from GenSpring Family Offices, where she served as a senior strategist, responsible for cultivating relationships with high net worth families. She also led the company’s focus on women and wealth.
Roger Altman, Chairman of Evercore, said: “I’ve known Jewelle for years and am confident that her professional experience and range of relationships will enable her to make a significant contribution to the continued success of our wealth management firm.”
Jeff Maurer, CEO of Evercore Wealth Management, said: “We welcome Jewelle to our team. Her role will complement our strategic wealth planning capabilities and she will work closely with our planning and investment professionals across the United States, focusing on family governance, impact investing, and the expansion of our Wise Women events series.”
Prior to joining GenSpring in 2009, Ms. Bickford was a global partner at Rothschild Group, concentrating on cross-border new business origination, and head of the debt capital markets for Rothschild Inc. She merged her investment banking firm, Bickford & Partners Inc., into Rothschild Inc. in 1994.
Ms. Bickford is a member of the Council on Foreign Relations and the founder of the Council’s task force on the role of women in economic and political development in the Middle East and Southeast Asia.
She currently serves on the board of directors of Women for Women International and the Women’s Media Center, and on the Business Committee of the Metropolitan Museum of Art. She is a board member and the past president of the Trisha Brown Dance Company and is a Trustee Emeritus of the Randolph-Macon Women’s College. From 2003 to 2010 she served on the board of directors of the SEC-registered Torrey Funds.
Additionally, Ms. Bickford is a member of the Committee of 200, the Women’s Forum and the Advisory Council of Afghan Women Leaders.
She earned her B.A. from Sarah Lawrence College in 1977.
Ms. Bickford reports to Mr. Maurer and is based at the firm’s headquarters in New York.
About Evercore Wealth Management
Evercore Wealth Management, LLC, a subsidiary of Evercore, 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, San Francisco and Los Angeles. The firm, which was founded in November 2008, manages client assets totaling $4.7 billion as of June 30, 2013. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank with $39.7 billion in assets under administration as of June 30, 2013. More information about Evercore Wealth Management and its team of advisors can be found at www.evercorewealthmanagement.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 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 São Paulo, Brazil. More information about Evercore can be found on the Company’s website at www.evercore.com.