Evercore Wealth Management Appoints Thomas Mahowald as Portfolio Manager

NEW YORK, May 19, 2016 /PRNewswire/ -- 

Evercore Wealth Management, LLC today announced the appointment of Thomas Mahowald as a Managing Director and Portfolio Manager to the firm's Minneapolis office.

Mr. Mahowald joins Evercore Wealth Management from U.S. Trust, Bank of America Private Wealth Management, where he worked as a portfolio manager. Previously, he served in the Twin Cities as the Chief Investment Officer at Great Northern Capital, an asset manager for institutional and high net worth individual clients, and as the Director of Equity Research at FAF Advisors and American Express Financial Advisors. He has over 20 years of investment experience in research and portfolio management.

"We are pleased to welcome Tom to our growing Midwest practice," said Evercore Wealth Management Chief Executive Officer Jeff Maurer. "His experience in portfolio management for families and for foundations and endowments further strengthens our investment management capabilities in the region." 

Mr. Mahowald reports to Martha Pomerantz, a Partner and Portfolio Manager at Evercore Wealth Management, and is based in Minneapolis.

He received his Bachelor of Science degree in Management from Saint John's University and a Master of Science degree in Finance Analysis from the University of Wisconsin-Milwaukee.

Mr. Mahowald, Chartered Financial Analyst (CFA), is a member of the CFA Society of Minnesota. 

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 $6.3 billion in client assets as of March 31, 2016. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company N.A., a national trust bank with $45.0 billion in assets under administration as of March 31, 2016, and Evercore Trust Company of Delaware. More information about personal fiduciary and investment management can be found at www.evercorewealthmanagement.com.

About Evercore

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 28 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.

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