Evercore hires Jewelle Bickford to help expand wealth advisory

SEP 11, 2013
Evercore Partners Inc., the investment bank founded by former U.S. Deputy Treasury Secretary Roger Altman, hired Jewelle Bickford as a partner in its wealth-management unit. Bickford was a senior strategist at GenSpring Family Offices, New York-based Evercore said today in a statement. Before joining GenSpring in 2009, she was a global partner at Rothschild Group, where she was head of debt capital markets for its broker-dealer unit. She previously merged her investment- banking firm into Rothschild Inc. in 1994. Evercore, run by Chief Executive Officer Ralph Schlosstein, has expanded in wealth management through acquisitions and hiring. In December, it purchased San Francisco-based Mt. Eden Investment Advisors LLC, which manages about $645 million. Evercore has hired managing directors for its wealth unit from Bank of America Corp. “I've known Jewelle for years and am confident that her professional experience and range of relationships will enable her to make a significant contribution,” Altman said in the statement. Bickford will be based in New York and report to Jeff Maurer, CEO of Evercore Wealth Management, according to the statement. She's on the board of Women for Women International and the Women's Media Center, the company said. Bickford also is a member of the Council on Foreign Relations and founded its task force on the role of women in economic and political development in the Middle East and Southeast Asia, Evercore said. Bloomberg News

Latest News

Cetera’s latest round of job cuts to reduce 5% of staff
Cetera’s latest round of job cuts to reduce 5% of staff

Last week's layoffs totaled at least 130 Cetera employees, according to a senior industry executive.

Stocks rise ahead of packed week of earnings, data
Stocks rise ahead of packed week of earnings, data

Four of the Magnificent Seven will report this week.

Gold down more than 5% in less than a week
Gold down more than 5% in less than a week

Easing anxiety has seen the haven asset slide from record high.

Bond managers grapple with multiple unanswered questions
Bond managers grapple with multiple unanswered questions

Uncertainty remains challenging for Treasuries traders.

Consumers facing higher costs as Chinese firms pass on tariff burden
Consumers facing higher costs as Chinese firms pass on tariff burden

Move will raise concerns of inflationary impact of tariffs.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.