Evercore Wealth Management, LLC today announced the appointment of Jill Faherty Lloyd as a Managing Director and Financial Advisor. She will help expand the firm's Wise Women investor education program, working closely with investment, planning and fiduciary professionals.
Ms. Lloyd earlier worked as an institutional equities salesperson at Credit Lyonnais Securities USA and at Bear Stearns & Co., and as a financial analyst at a hedge fund. Prior to joining Evercore, she built an interior design business and served as the President of the Board at ASAP!, a Connecticut nonprofit that fosters creative, hands-on learning through the arts.
"We welcome Jill to our growing national team," said Evercore Wealth Management CEO Jeff Maurer. "Her diverse experience in finance, business, and nonprofit organizations further strengthens our educational programs in general and our Wise Women program in particular."
Ms. Lloyd is based in New York City and reports to Jay Springer, a Partner at Evercore Wealth Management.
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, and trust and custody services. Evercore Wealth Management is a registered investment advisor with offices in New York, Minneapolis, San Francisco, Los Angeles, and Tampa. The firm manages $6.5 billion in client assets as of September 30, 2016. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank with $45.3 billion in assets under administration as of September 30, 2016, and Evercore Trust Company of Delaware. More information about personal fiduciary and investment management can be found at www.evercorewealthmanagement.com.
Established in 1995, Evercore (NYSE: EVR) is a leading global independent investment banking advisory firm. Evercore advises a diverse set of investment banking clients on a wide range of transactions and issues and provides institutional investors with high quality equity research, sales and trading execution that is free of the conflicts created by proprietary activities. The Firm also offers investment management services to high net worth and institutional investors. With 27 offices and affiliate offices in North America, Europe, South America and Asia, Evercore has the scale and strength to serve clients globally through a focused and tailored approach designed to meet their unique needs. More information about Evercore can be found on the Company's website at www.evercore.com.