Documents
Resources
Learning Center
Upload
Plans & pricing Sign in
Sign Out

Evercore Wealth Management Appoints Allan Kaplan Managing Director and Wealth Advisor

VIEWS: 1 PAGES: 2

NEW YORK--(BUSINESS WIRE)--Evercore Wealth Management, LLC, today announced the appointment of Allan Kaplan as a Managing Director and Wealth Advisor. Mr. Kaplan joins Evercore Wealth Management from Merrill Lynch, where he served as an advisor to high net worth families and family offices, responsible for designing and implementing wealth management strategies and constructing investment portfolios. He was previously with Mainstream Investments, managing equity and debt portfolios for private i a styl

More Info
To top