Jeff Maurer
Oprichter bij Evercore Wealth Management LLC
Profiel
Mr. Jeffrey S.
Maurer is a Partner & Chairman at Evercore Wealth Management LLC, Evercore Trust Co. NA, a Chairman at The Hebrew Home for the Aged at Riverdale, and a Treasurer & Director at The Children's Health Fund.
He is on the Board of Directors at Alfred University, Education for Employment Foundation and The Children's Health Fund.
Mr. Maurer was earlier Chairman and Chief Executive Officer of U.S.
Trust, where he started his career in 1970 and served as President and Chief Operating Officer before he was appointed Chief Executive Officer in 2001 and Chairman of the Board in March 2002.
In 2003, he joined Lehman Brothers as Chairman and Chief Executive Officer of Lehman Brothers Trust Company and remained with the firm through 2007.
He was previously employed as a Member by Greater New York Insurance Cos., and a Chairman by Roundabout Theatre Co., Inc. He also served on the board at Northwell Health, Inc. He is a former Chairman of the American Bankers Association’s Trust and Investment Management Division.
Mr. Maurer holds a B.A.
from Alfred University, an M.B.A.
from New York University, and a J.D.
from St. John’s University School of Law.
Actieve functies van Jeff Maurer
| Bedrijven | Functie | Begin |
|---|---|---|
The Hebrew Home for the Aged at Riverdale
 The Hebrew Home for the Aged at Riverdale Services to the Health IndustryHealth Services The Hebrew Home for the Aged at Riverdale provides full continuum of care ranging from modern apartments for independent seniors to the most intense level of nursing care. It serves older people. The firm also offers a full spectrum of health care and supportive services for people living at home. The company was founded in 1917 and is headquartered in New York, NY. | Voorzitter | 17-09-2009 |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Oprichter | 01-09-2008 |
| Alfred University | Directeur/Bestuurslid | 30-09-2011 |
| Education for Employment Foundation | Directeur/Bestuurslid | 30-09-2011 |
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Voorzitter | 02-01-2020 |
Eerdere bekende functies van Jeff Maurer
| Bedrijven | Functie | Einde |
|---|---|---|
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Voorzitter | 31-12-2007 |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Voorzitter | 31-12-2002 |
American Bankers Association, Inc.
 American Bankers Association, Inc. Miscellaneous Commercial ServicesCommercial Services American Bankers Association, Inc. represents, assists and provides support services to banks of different sizes and charters. Its membership includes community, regional, and money center banks and holding companies, as well as savings associations, trust companies, and savings banks. The company was founded in 1875 and is headquartered in Washington, DC. | Corporate Officer/Principal | - |
Northwell Health, Inc.
 Northwell Health, Inc. Hospital/Nursing ManagementHealth Services Northwell Health, Inc. engages in the provision of medical and healthcare services. It offers several long-term care facilities, rehabilitation services, outpatient surgery centers, home care, hospice, diagnostic laboratory facilities, and emergency medical services. The company was founded in 1997 and is headquartered in New Hyde Park, NY. | Directeur/Bestuurslid | - |
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Opleiding van Jeff Maurer
| Alfred University | Undergraduate Degree |
| New York University | Masters Business Admin |
| St. John's University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 11 |
|---|---|
The Children's Health Fund
 The Children's Health Fund Medical/Nursing ServicesHealth Services The Children's Health Fund is a non-profit organization, which engages in the provision of healthcare services for kids. It offers Blue Bus, a pediatric mobile medical clinic that offers curbside checkups and treatments. The firm also supports the Terra Firma project, a program the provides healthcare, mental health support, and legal assistance for unaccompanied immigrant minors. The company was founded by Irwin E. Redlener, Karen B. Redlener, and Paul Simon in 1987 and is headquartered in New York, NY. | Health Services |
Greater New York Insurance Cos.
 Greater New York Insurance Cos. Insurance Brokers/ServicesFinance Greater New York Insurance Cos. provides insurance services. It offers cyber liability coverage and commercial insurance products. The company was founded in 1914 and is headquartered in New York, NY. | Finance |
Roundabout Theatre Co., Inc.
 Roundabout Theatre Co., Inc. Media ConglomeratesConsumer Services Roundabout Theatre Co., Inc. owns and operates theatres. It is a not-for-profit theatre company. The firm Theatre-PLUS™ program, designed to enhance the theatergoing experience. The company was founded in 1965 and is headquartered in New York, NY. | Consumer Services |
The Hebrew Home for the Aged at Riverdale
The Hebrew Home for the Aged at Riverdale Services to the Health IndustryHealth Services The Hebrew Home for the Aged at Riverdale provides full continuum of care ranging from modern apartments for independent seniors to the most intense level of nursing care. It serves older people. The firm also offers a full spectrum of health care and supportive services for people living at home. The company was founded in 1917 and is headquartered in New York, NY. | Health Services |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
Northwell Health, Inc.
Northwell Health, Inc. Hospital/Nursing ManagementHealth Services Northwell Health, Inc. engages in the provision of medical and healthcare services. It offers several long-term care facilities, rehabilitation services, outpatient surgery centers, home care, hospice, diagnostic laboratory facilities, and emergency medical services. The company was founded in 1997 and is headquartered in New Hyde Park, NY. | Health Services |
| Education for Employment Foundation | Miscellaneous |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Evercore Trust Co. NA (Invt Mgmt)
Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
American Bankers Association, Inc.
American Bankers Association, Inc. Miscellaneous Commercial ServicesCommercial Services American Bankers Association, Inc. represents, assists and provides support services to banks of different sizes and charters. Its membership includes community, regional, and money center banks and holding companies, as well as savings associations, trust companies, and savings banks. The company was founded in 1875 and is headquartered in Washington, DC. | Commercial Services |
