Jeff Maurer
Jeff Maurer is the founder and chief executive officer of Evercore Wealth Management, the former CEO of U.S. Trust Corporation and the author of the book Rich in America: Secrets to Creating and Preserving Wealth.
Early life and career
Maurer holds a BA from Alfred University, an MBA from New York University and a JD from St. John's University School of Law.
He joined U.S. Trust in 1970 and held a variety of roles over his 23-year career at the firm, culminating in the positions of Chief Executive Officer and Chairman of the Board. In 2003, he joined Lehman Brothers as Chairman and Chief Executive Officer of Lehman Brothers Trust Company and remained until 2007.
Maurer established Evercore Wealth Management in 2008; the firm is the wealth management division of Evercore Partners.
He is a former Chairman of the American Bankers Association's Trust and Investment Management Division
Publications
Maurer authored the book Rich in America: Secrets to Creating and Preserving Wealth.[1]
Philanthropy and board positions
- Chairman of the Board of the Hebrew Home at Riverdale in New York
- Member of the board Weinberg Center for Elder Abuse Prevention
- Member of the board and treasurer of the Children's Health Fund
- Board member and vice chairman investment committee of the North Shore LIJ Health System
- Board member and investment committee chairman at Alfred University.
References
Notes
- An Investment Firm, Evercore, Offers Clients Honest Returns
- Roger Altman tells Tampa clients there's little to fear on the economic horizon