NEW YORK, June 8 /PRNewswire/ -- Evercore Wealth Management ('EWM') announced today that it has opened an office in San Francisco and has added four new partners and a senior advisor, all of whom will be based in the new office. EWM, a division of Evercore Partners Inc. (NYSE: EVR), focuses on serving clients with more than $5 million in investable assets and manages the complex and sophisticated needs of wealth management clients. Joining EWM as partners will be William Vaughn, equity portfolio manager, Judith Moses, equity portfolio manager, and Charles 'Butch' Swindells, senior advisor. Two more partners will be joining the firm in July.
Messrs. Vaughn and Swindells, Ms. Moses and the other new partners have significant experience in the wealth management business and have developed an extensive network of client relationships in the San Francisco Bay Area and throughout the West Coast. Their experience and the quality of their advice and services have enabled them to build exemplary reputations in their field. In addition, Mr. Swindells brings 30 years of investment and fiduciary services industry expertise to EWM. Prior to joining the firm, Mr. Swindells served as Western Region Vice Chairman, U.S. Trust Bank of America Private Wealth Management. He has also served as a member of the Oregon Investment Council, which is a five member committee responsible for overseeing the $20 billion Public Employee Retirement Fund Investment Portfolio.
'Wealth management is a service that is best delivered locally and we are extremely pleased to have these highly skilled and dedicated professionals join our growing firm and help us broaden EWM's geographic presence,' said Jeff Maurer, Partner and Chief Executive Officer, Evercore Wealth Management. 'We have known Bill, Judy, Butch and the team for many years and they share our commitment to EWM's founding principles of providing highly customized, conflict-free wealth management advice and services that support and advance clients' wealth creation and preservation needs.'
EWM, which is headquartered in New York, was founded in November of 2008 by Jeff Maurer, former Chairman and Chief Executive Officer of U.S. Trust Corporation, in partnership with Evercore Partners. EWM is a registered investment advisor dedicated to providing customized investment and wealth management services to families, individuals and institutions.
