Governance Evercore Inc.

EVR

US29977A1051

Investment Banking & Brokerage Services

Market Closed - Nyse Other stock markets 21:00:02 18/09/2024 BST			5-day change	1st Jan Change
246.60 ^USD	+0.15%		+6.47%	+44.17%

09-18	Sector Update: Financial Stocks Mixed Late Afternoon	MT
09-18	Evercore Tapped by Vista Equity Partners to Sell Finastra's Unit	MT

Executive Committee: Evercore Inc.

Manager

Positions heldSince

John Weinberg

67 year

Chief Executive Officer

14/07/2020

Christopher M. Freudenreich

Comptroller/Controller/Auditor

Michael P. Riordan

Comptroller/Controller/Auditor

31/12/2005

Katy Haber

Investor Relations Contact

31/03/2022

Timothy LaLonde

63 year

Director of Finance/CFO

05/03/2023

John Apruzzese

Chief Investment Officer

David Ascioti

Sales & Marketing

Marcelo Pizzimbono

Sales & Marketing

31/01/2024

Paul Pensa

65 year

Comptroller/Controller/Auditor

12/08/2007

Liz Lynch

Human Resources Officer

31/12/2009

Jason Klurfeld

50 year

General Counsel	31/05/2011
Corporate Secretary	-

Chris Turek

Chief Tech/Sci/R&D Officer

31/12/2008

Marc Adam Harris

Chief Tech/Sci/R&D Officer

Composition of the Board of Directors: Evercore Inc.

Director

CommitteesSince

Roger Altman

78 year

Finance Committee

31/12/2005

Pamela Carlton

69 year

Executive Committee	31/12/1995
Governance Committee	21/10/2019
Audit Committee Chair	26/04/2015
Compensation Committee	21/07/2021
HR Committee Chair	31/12/1995
Audit Committee	21/10/2019
Nominating Committee	21/10/2019
Governance Committee Chair	31/01/2022
Nominating Committee Chair	31/01/2022

Robert Millard

73 year

Governance Committee	10/03/2015
Nominating Committee	10/03/2015
Compensation Committee Chair	10/03/2015
Finance Committee
Compensation Committee

Sarah Williamson

60 year

Audit Committee	19/06/2023
Compensation Committee	23/04/2018
Governance Committee	19/06/2023
Nominating Committee	19/06/2023

John Weinberg

67 year

Finance Committee	30/09/2016
Compensation Committee	30/09/2016
Governance Committee	30/09/2016
Nominating Committee	30/09/2016

Gail Harris

71 year

Audit Committee	31/12/2005
Governance Committee Chair	31/12/2005
Nominating Committee Chair	31/12/2005
Audit Committee Chair	31/01/2004

Ellen Futter

74 year

Executive Committee
Governance Committee	23/04/2018
Nominating Committee	23/04/2018

Simon Robertson

83 year

Compensation Committee	23/04/2017
Governance Committee	23/04/2017
Nominating Committee	23/04/2017

Bill Wheeler

62 year

Compensation Committee	01/02/2015
Audit Committee Chair

Willard Overlock

78 year

Audit Committee	19/10/2014
Compensation Committee	19/10/2014

Ralph Schlosstein

73 year

Director/Board Member

24/02/2022

Latest Appointments: Evercore Inc.

Evercore Expands in Paris	09-09	MT
Goldman Sachs Partner David Kamo Leaves for Evercore	08-09	MT
Evercore hires Goldman banker Kamo for private equity dealmaking, sources say	08-09	RE
GOLDMAN SACHS GLOBAL HEAD OF FINANCIAL SPONSORS COVERAGE DAVID K…	08-09	RE
Warburg Pincus names Sibbald as Europe head, Obermann chair of European business	07-25	RE
Lazard Appoints Adam Taetle as Head of Global Consumer, Retail, Leisure Business	06-05	MT
Goldman Sachs Hires Two Investment Bankers From Evercore, Lazard to Expand in Mid-Market Deals	05-16	MT

More news

Former Officers and Directors: Evercore Inc.

Insider

Positions held

SinceUntil

Richard Beattie

Director/Board Member	18/02/2010	17/06/2024
Independent Dir/Board Member	18/02/2010	17/06/2024

Josh Schimmer

Corporate Officer/Principal

24/07/2017

31/07/2023

Celeste Brown

Director of Finance/CFO	31/08/2021	27/02/2023
Corporate Officer/Principal	30/06/2021	31/08/2021

Kendrick Wilson

Director/Board Member	21/10/2018	15/06/2022
Independent Dir/Board Member	21/10/2018	15/06/2022

Hallie Elsner

Investor Relations Contact

30/09/2019

31/10/2021

Robert Walsh

Director of Finance/CFO	04/06/2007	31/07/2021
Investor Relations Contact	04/06/2007	-
Corporate Officer/Principal	-	31/07/2021

Jonathan Alspaugh

Chief Executive Officer

31/03/2013

31/05/2021

Chris Mockford

Corporate Officer/Principal

31/01/2014

31/01/2021

Ian Morris

Private Equity Analyst

31/05/2019

31/10/2020

Kathryn Gaffin

Corporate Officer/Principal

30/06/2018

30/09/2020

Yi Sun

Private Equity Investor

31/05/2018

31/05/2020

Brandon Sarno

Corporate Officer/Principal	31/05/2016	31/07/2019
Director/Board Member	-	-

Aisha Sanchez

Corporate Officer/Principal

31/03/2014

30/06/2019

Howard Feng

Analyst-Equity

31/05/2017

29/06/2019

Daniel Faermark

Corporate Officer/Principal

31/01/2019

29/04/2019

Ahmed Suria

Private Equity Investor

31/07/2015

01/04/2019

Ciara Burnham

Corporate Officer/Principal

31/12/1996

31/12/2018

zach ennis

Private Equity Analyst

31/05/2017

31/07/2018

Donald Monson

Corporate Officer/Principal

12/06/2014

31/05/2018

Emmanuel M. Durand

Corporate Officer/Principal

21/01/2014

14/05/2018

Adam B. Frankel

General Counsel	30/06/2006	15/04/2012
Corporate Secretary	30/06/2006	31/03/2018

Temitope Ogunyomi

Corporate Officer/Principal

31/12/2015

31/12/2017

Neha Vaidya

Corporate Officer/Principal

31/05/2015

29/06/2017

Curtis A. Hessler

Director/Board Member	31/12/2005	11/06/2017
Independent Dir/Board Member	31/12/2005	11/06/2017

Francois de Saint Phalle

Director/Board Member	31/12/2005	11/06/2017
Independent Dir/Board Member	31/12/2005	11/06/2017

John Johanning

Corporate Officer/Principal

31/12/2013

30/04/2017

Neeraj Mital

Corporate Officer/Principal

31/12/1998

31/12/2015

Jack Duane

Private Equity Analyst

31/12/2012

30/12/2015

Paul Deninger

Corporate Officer/Principal

31/01/2011

31/03/2015

Jimmy Pandhi

Investor Relations Contact

31/12/2010

31/12/2014

Tony N. Pritzker

Director/Board Member	31/07/2006	20/04/2014
Independent Dir/Board Member	31/07/2006	20/04/2014

Eduardo G. Mestre

Director/Board Member	31/10/2004	14/04/2013
Corporate Officer/Principal	31/10/2004	31/03/2014
President	31/10/2004	20/11/2011

William Repko

Corporate Officer/Principal

31/08/2005

31/01/2014

Mark McKechnie

Corporate Officer/Principal

31/12/2011

31/12/2013

Scott Kamran

Corporate Officer/Principal

08/07/2013

J. Goater

Corporate Officer/Principal

31/03/2008

31/03/2013

Sasha Barenbaum

Corporate Officer/Principal

James Matthews

Corporate Officer/Principal

31/12/2006

30/09/2011

Doug Rogers

Corporate Officer/Principal

31/07/2011

Adam Sherman

Corporate Officer/Principal

31/05/2009

29/06/2011

Brian Roberts

Corporate Officer/Principal

31/12/2005

30/04/2011

Raymond B. Strong

Corporate Officer/Principal

13/04/2011

Andrew Sibbald

Corporate Officer/Principal

31/12/2010

Kishan Mehta

Corporate Officer/Principal

31/01/2010

Puneet Maheshwari

Corporate Officer/Principal

Purvish C. Shah

Corporate Officer/Principal

30/12/2009

Jed Sherwindt

Corporate Officer/Principal

18/09/2008

Austin M. Beutner

Chief Executive Officer	31/12/1995	30/04/2008
Chief Investment Officer	31/12/1995	30/04/2008
Founder	31/12/1995	30/04/2008
President	31/12/1995	30/04/2008

Anthony Fry

Corporate Officer/Principal

31/12/2007

David E. Wezdenko

Director of Finance/CFO

03/06/2007

Mark Vander Ploeg

Corporate Officer/Principal

29/05/2007

Francois Maisonrouge

Corporate Officer/Principal

29/05/2007

Thomas J. Gavenda

Comptroller/Controller/Auditor

22/05/2007

James R. Mathews

Corporate Officer/Principal

11/01/2007

Anuj Khanna

Corporate Officer/Principal

Jon La

Corporate Officer/Principal

30/12/2006

Pedro Carlos Aspe Armella

Chairman	31/12/2005	19/04/2015
Corporate Officer/Principal	19/04/2015	-

Arthur Zuckerman

Director of Finance/CFO	-	31/12/2005
Corporate Officer/Principal	31/12/2004	31/12/2005

Gil H. Ha

Corporate Officer/Principal

31/12/2005

Tony Grillo Grillo

Corporate Officer/Principal

31/12/2000

31/12/2003

Robert Vito Seminara

Corporate Officer/Principal

31/12/1995

31/12/2002

Robert Waldo

Corporate Officer/Principal

31/12/1999

31/12/2001

Tagar Olson

Corporate Officer/Principal

31/12/1998

Thomas G. Baxter

Corporate Officer/Principal

31/12/1997

31/12/1999

Chris Lien

Corporate Officer/Principal

31/12/1995

31/12/1999

Ian Ferguson

Director/Board Member

Edward Banks

Corporate Officer/Principal

Matthew Bancroft

Corporate Officer/Principal

Ray E. Newton

Corporate Officer/Principal

Leslie Fabuss

Corporate Officer/Principal

Safeta Pejcinovic

Corporate Officer/Principal

Laurence Magnus

Corporate Officer/Principal

Jeffrey Gelfand

Director of Finance/CFO

Mark H. Burton

Director/Board Member

27/07/2009

Curtis Scott Lane

Corporate Officer/Principal

Eric T. Bauer

Corporate Officer/Principal

Krishna Kantheti

Corporate Officer/Principal

Beverly Roberts

Corporate Officer/Principal

Brad Sloan

Corporate Officer/Principal

Ding Thomas Shi

Corporate Officer/Principal

Jed John Walsh

Corporate Officer/Principal

Ryan Berk

Corporate Officer/Principal

Jason Genrich

Corporate Officer/Principal

Charles A. Myers

Corporate Officer/Principal

Age distribution of managers

Parity Men Women

Male	28
Female	13

Of which Executive Committee

Male	11
Female	2

Of which Directors

Male	7
Female	4

ESG Refinitiv

B-

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Evercore Inc. is an independent investment banking advisory company. The Company operates in two segments: Investment Banking & Equities and Investment Management. The Investment Banking & Equities segment includes the investment banking business through which it provides advice to clients on mergers, acquisitions, divestitures, shareholder activism and other strategic corporate transactions with a particular focus on advising multinational corporations and private equity firms on large, complex transactions. It provides liability management and restructuring advice to companies in financial transition, as well as to creditors, shareholders and potential acquirers. The Investment Management segment includes the wealth management business, through which it provides investment advisory, wealth management and fiduciary services for high-net-worth individuals and associated entities, and the private equity business, which holds interests in private equity funds, not managed by the Company.

Employees

2,330

Sector

Investment Banking & Brokerage Services

Calendar

22/10/2024 - Q3 2024 Earnings Release (Projected)

More about the company