Jeffrey S. Maurer

Founder at Evercore Wealth Management LLC

Jeffrey S. Maurer

Jeffrey S. Maurer

Founder at Evercore Wealth Management LLC

Overview
Career Highlights

Lehman Brothers Trust Company
US Trust Company of New York
United States Trust Co., NA

RelSci Relationships

2713

Number of Boards

30

Birthday

1956

Age

65

Contact Data
Trying to get in touch with Jeffrey S. Maurer? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Jeffrey S. Maurer likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer at Northwell Health, Inc.

Relationship likelihood: Strong

Vice Chairman at Long Island Jewish Medical Center

Relationship likelihood: Strong

Assistant Secretary at Lenox Hill Hospital

Relationship likelihood: Strong

Former Senior Managing Director at Evercore, Inc.

Relationship likelihood: Strong

Co-Founder at Sterling American Property, Inc.

Relationship likelihood: Strong

Partner at Sterling Equities, Inc.

Relationship likelihood: Strong

Co-Chief Executive Officer, Sterling American Funds at Sterling American Property, Inc.

Relationship likelihood: Strong

Partner at Weil, Gotshal & Manges LLP

Relationship likelihood: Strong

President & Chief Executive Officer, Huntington Hospital at North Shore-Long Island Jewish Health System Foundation

Relationship likelihood: Strong

President & Chief Executive Officer, Staten Island University Hospital at North Shore-Long Island Jewish Health System Foundation

Relationship likelihood: Strong

In The News
Paths to Jeffrey S. Maurer
Potential Connections via
Relationship Science
You
Jeffrey S. Maurer
Founder at Evercore Wealth Management LLC
Family Members
Spouse
Vice President & Director at The Mandy Foundation

Education
Class of 1976

St. John's is one of America's leading Catholic universities – recognized for its superb academic programs, diverse student life, BIG EAST excitement and New York vitality. Founded in 1870 by the Vincentian Community, St. John's is known for giving students the knowledge, skills and confidence to serve others while achieving personal and professional success. Graduates become leaders in their professions, their communities and the world.

Class of 1975

Founded in 1831, New York University is now one of the largest private universities in the United States. Of the more than 3,000 colleges and universities in America, New York University is one of only 60 member institutions of the distinguished Association of American Universities. From a student body of 158 during NYU's very first semester, enrollment has grown to more than 40,000 students attending 18 schools and colleges at five major centers in Manhattan and in sites in Africa, Asia, Europe, and South America. Today, students come from every state in the union and from 133 foreign countries. The faculty, which initially consisted of fourteen professors and lecturers (among them artist and inventor Samuel F. B. Morse), now totals over 3,100 full-time members whose research and teaching encompasses the humanities, the sciences, and the social sciences; the law; medicine; business; education; the fine arts, studio art, and the performing and cinematic arts; music; social work; public administration; the ancient world; and continuing and professional studies. With more than 2,500 courses offered, the University awards more than 25 different degrees. Although overall the University is large, the individuals schools and colleges are small- to moderate-sized units—each with its own traditions, programs, and faculty – and there are many communities to be found within the NYU community based on interests, activities, and shared experiences. The center of NYU is its Washington Square campus in the heart of Greenwich Village. One of the city's most creative and energetic communities, the Village is a historic neighborhood that has attracted generations of writers, musicians, artists, and intellectuals. NYU, in keeping with its founder’s vision, is “in and of the city”: the University – which has no walls and no gates – is deeply intertwined with New York City, drawing inspiration from its vitality. In addition to its Manhattan locations, the University is also formally affiliated the Polytechnic Institute of NYU in Brooklyn, the second oldest school of engineering and technology in the country, and has research facilities, notably the Nelson Institute of Environmental Medicine, in Sterling Forest, near Tuxedo, New York. And NYU has established itself as the first global network university, with a comprehensive liberal arts campus in Abu Dhabi – the first to be operated abroad by a major U.S. research university – and other sites for study and research in Accra, Ghana; Berlin, Germany; Buenos Aires, Argentina; Florence, Italy; London, England; Madrid, Spain; Paris, France; Prague, the Czech Republic; Shanghai, China; and Tel Aviv, Israel, among other locations.

Class of 1969

Alfred University is a small, comprehensive university in the Village of Alfred, Allegany County in Western New York, USA, south of Rochester and southeast of Buffalo. Alfred was founded in 1836 as the Select School by Seventh Day Baptists as a non-sectarian institution. Unusual for the time, the school was co-educational. It was also racially integrated, and enrolled its first African-American student and two Native American students in the 1850s, becoming the second college in the nation to do so.

M.B.A.

Since its inception in 1900, New York University Stern School of Business has been in and of New York City. Founded as the School of Commerce, Finance, and Accounting, the School initially offered training to students for careers in commerce in the burgeoning financial markets of New York City. Today, located in the heart of Greenwich Village with a campus in Westchester, Stern is one of the nation’s premier management education schools and research centers with a broad portfolio of academic programs at the graduate and undergraduate levels. With its global partnerships and engagement in NYU’s global network university, today NYU Stern is not only in and of the city, but also in and of the world.

J.D.

Celebrating over 80 years of excellence in legal education, St. John’s School of Law has produced lawyers who have distinguished themselves in practice, government, and the judiciary. Among our graduates are former New York governors Mario M. Cuomo and Hugh L. Carey, former Court of Appeals Judges Carmen Beauchamp Ciparick and Theodore T. Jones, and the School’s former Dean and former Court of Appeals Judge Joseph W. Bellacosa. The law school plays a prominent role in the New York City legal community, imbuing all that it does with the University’s Vincentian tradition.

Career History
Chairman & Chief Executive Officer
1970 - 2003

U.S. Trust provides investment management, fiduciary, financial planning and private banking services to affluent individuals, families and institutions nationwide through its 24 offices in California, Connecticut, Florida, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Texas and Washington, D.C.

Chairman & Chief Executive Officer
2003 - 2007
Executive Vice President & Director
Prior

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services as well as retirement business services, to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in San Francisco, CA.

Boards & Committees
Partner & Chairman
2020 - Current

Evercore Trust establishes client’s goals and appetite for risk and determine how to maximize their chances of success, on their terms.

Partner & Chairman
2008 - Current

Evercore Wealth Management manages discrete portfolios that aim to generate the highest after-fee, after-tax, risk-adjusted returns across a range of asset classes to meet specific client goals. For equity investment management, the firm emphasizes a team approach drawing on the long and varied experience of its investment professionals. Evercore Wealth Management seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-capitalization stocks of domestic, foreign, and global businesses. Their fixed-income investment team seeks to provide clients with a steady income stream while preserving principal. Evercore Wealth Management seeks to maximize portfolio returns by creating a bond portfolio with a focus on tax-considerations and specific client objectives. The approach is backed by fundamental economic and technical market analysis, as well as specific security analysis. The firm conducts fundamental analysis on the securities, investment vehicles and third-party investment managers recommended for client accounts and each such potential holding is analyzed to understand the business fundamentals and expected value drivers, while also considering the macroeconomic environment.

Board Member
2000 - 2003

CSIM uses various investment strategies and methods of analysis in managing discretionary client accounts and providing recommendations to nondiscretionary clients. When providing recommendations to Charles Schwab Bank (CSB) about the selection, monitoring and removal of sub-advisers or underlying pooled investment vehicles, the firm considers both qualitative and quantitative factors. CSIM seeks to generate current income within the limit of the fund’s investment objective, credit, maturity, liquidity and diversification policies in choosing securities for the non-US fund. Their credit research department analyzes and monitors the securities that the non-US fund owns or is considering buying.

Member, Board of Trustees
1984 - Current

Alfred University is a small, comprehensive university in the Village of Alfred, Allegany County in Western New York, USA, south of Rochester and southeast of Buffalo. Alfred was founded in 1836 as the Select School by Seventh Day Baptists as a non-sectarian institution. Unusual for the time, the school was co-educational. It was also racially integrated, and enrolled its first African-American student and two Native American students in the 1850s, becoming the second college in the nation to do so.

Chairman, Board of Directors
Current

The Hebrew Home for the Aged at Riverdale provides full continuum of care ranging from modern apartments for independent seniors to the most intense level of nursing care. It serves older people. The firm also offers a full spectrum of health care and supportive services for people living at home. The company was founded in 1917 and is headquartered in New York, NY.

Chairman
Current

To Provide independent senior housing in a safe, congenial environment.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1,000 +
2011

The North Shore-LIJ Health System was founded in 1997 with the merger of the North Shore Health System and LIJ Medical Center, creating a healthcare network that now includes 17 hospitals, The Feinstein Institute for Medical Research, rehabilitation and skilled nursing facilities, a home care network, a hospice network, and progressive care centers offering a range of outpatient services. Headquartered in Great Neck, New York, North Shore-LIJ is the largest integrated health system in New York State, based on patient revenue,[5] and the 14th-largest healthcare system in the United States. Its service area encompasses more than seven million people in Long Island, Manhattan, Queens and Staten Island. With more than 47,000 employees, North Shore-LIJ is the largest private employer in New York State.

$1,000 +
2005

The North Shore-LIJ Health System was founded in 1997 with the merger of the North Shore Health System and LIJ Medical Center, creating a healthcare network that now includes 17 hospitals, The Feinstein Institute for Medical Research, rehabilitation and skilled nursing facilities, a home care network, a hospice network, and progressive care centers offering a range of outpatient services. Headquartered in Great Neck, New York, North Shore-LIJ is the largest integrated health system in New York State, based on patient revenue,[5] and the 14th-largest healthcare system in the United States. Its service area encompasses more than seven million people in Long Island, Manhattan, Queens and Staten Island. With more than 47,000 employees, North Shore-LIJ is the largest private employer in New York State.

Political Donations
$1,000
2012

Senator at Office of the Senator from Utah, Mitt Romney

$250
2011

Former Representative from New York's 17th Congressional District

$500
2010

Senator from New York

Transactions
Details Hidden

Evercore, Inc. issued USD Common Stock

Creative Works
Author

Rich in America: Secrets to Creating and Preserving Wealth

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Jeffrey S. Maurer. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Jeffrey S. Maurer's profile does not indicate a business or promotional relationship of any kind between RelSci and Jeffrey S. Maurer.