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FUNDRAISING NEWS | November 13, 2024

Evercore Wealth Recruits JPM UHNW Exec to Head Marketing and Sales

Tags: Personnel, Financial Advisor Move

Evercore Wealth Management announced that it has appointed Tracy Schneider as the firm’s new managing director and director of marketing and sales coordination.

In her new role, Schenider will manage Evercore’s marketing efforts and work with its wealth management and trust advisors serving ultra-high-net-worth families, foundations, and endowments. Prior to joining Evercore, she served for eight years as executive director in a UHNW advisory team for JPMorgan, and before that spent over 26 years with Sanford C. Bernstein and Bernstein Private Wealth Management. 

Source: https://www.businesswire.com/news/home/20241113327984/en/Evercore-Wealth-Management-Names-Tracy-Schneider-to-Managing-Director-and-Director-of-Marketing-and-Sales-Coordination

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Written By: Dakota

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