Jeff Maurer | |
---|---|
Born | July 9, 1947 |
Alma mater | Alfred University (1965-1969) NYU Stern School of Business (1969-1975) St. John's University School of Law (1973-1976) |
Occupation(s) | Chairman, Evercore Wealth Management and Evercore Trust Company, N.A. |
Spouse | Wendy S. Maurer |
Jeff Maurer (July 9, 1947) is an American fund manager and author who was the founder and chairman of Evercore Wealth Management and Evercore Trust Company. He was also the former CEO of U.S. Trust Corporation and the author of the book Rich in America: Secrets to Creating and Preserving Wealth. [1] [2]
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. [3] In 2003, he joined Neuberger Berman as Chairman and Chief Executive Officer of Neuberger Berman Trust Company and remained there until 2007. [4] [2] The company was rebranded as "Lehman Brothers Trust Company" until the Lehman Brothers bankruptcy, following which they assumed the Neuberger Berman name again. [5]
Maurer established Evercore Wealth Management in 2008 and Evercore Trust Company, N.A. in 2009; the firms are in the wealth management division of Evercore Partners. [1]
He is a former Chairman of the American Bankers Association's Trust and Investment Management Division and the Trust Management Association. [6]
Maurer authored the book Rich in America: Secrets to Creating and Preserving Wealth. [7]
EF Hutton was an American stock brokerage firm founded in 1904 by Edward Francis Hutton and his brother, Franklyn Laws Hutton. Later, it was led by well known Wall Street trader Gerald M. Loeb. Under their leadership, EF Hutton became one of the most respected financial firms in the United States and for several decades was the second largest brokerage firm in the country.
A chief operating officer (COO) is an executive in charge of the daily operations of an organization, i.e., personnel, resources, and logistics. COOs are usually second-in-command immediately after the CEO, and reports directly to them and acts on their behalf in their absence.
Neuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.
Lehman Brothers Inc. was an American global financial services firm founded in 1850. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, with about 25,000 employees worldwide. It was doing business in investment banking, equity, fixed-income and derivatives sales and trading, research, investment management, private equity, and private banking. Lehman was operational for 158 years from its founding in 1850 until 2008.
Lazard Inc. is a financial advisory and asset management firm that engages in investment banking, asset management and other financial services, primarily with institutional clients. It is the world's largest independent investment bank, with principal executive offices in New York City, Paris and London.
George Herbert Walker IV is an American investment banker. He is the chairman and CEO of Neuberger Berman, one of the largest independent, employee-owned investment management firms. During Walker's tenure, the firm survived the implosion of its corporate parent, Lehman Brothers, was repurchased by the employees and has been amongst the industry's best performers. Walker is the first cousin once removed of 41st U.S. president George H. W. Bush, and the second cousin of 43rd president George W. Bush and Florida governor Jeb Bush.
Roger Charles Altman is an American investment banker, the founder and senior chairman of Evercore, and a former Democratic politician. He served as Assistant Secretary of the Treasury in the Carter administration from January 1977 until January 1981 and as Deputy Secretary of the Treasury in the Clinton administration from January 1993 until he resigned in August 1994, amid the Whitewater controversy.
The Crossroads Group was a Dallas-based private equity fund of funds firm focusing on venture capital investments. The firm, founded in 1981 by Brad Heppner, was acquired by Lehman Brothers in October 2003. Since Lehman Brothers' 2008 bankruptcy, Crossroads has been a part of Neuberger Berman.
T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, subadvisory services, separate account management, and retirement plans and services for individuals, institutions, and financial intermediaries. The firm has assets under management of more than $1.6 trillion and annual revenues of $6.2 billion as of 2020, placing it 447 on the Fortune 500 list of the largest U.S. companies. Headquartered at 100 East Pratt Street in Baltimore, Maryland, it has 5,000 employees in Baltimore and 16 international offices serving clients in 47 countries.
Northern Trust Corporation is an American financial services company headquartered in Chicago, Illinois that caters to corporations, institutional investors, and ultra high net worth individuals. Northern Trust is one of the largest banking institutions in the United States and one of the oldest banks in continuous operation. As of June 30, 2022, it had $1.7 trillion in assets under management and $17 trillion in assets under custody. Northern Trust Corporation is incorporated in Delaware.
Evercore Inc., formerly known as Evercore Partners, is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner. The firm has advised on over $4.7 trillion of merger, acquisition, and restructuring transactions since its founding. Evercore is widely considered one of the most prestigious and elite investment banking advisory firms.
The bankruptcy of Lehman Brothers on September 15, 2008, was the climax of the subprime mortgage crisis. After the financial services firm was notified of a pending credit downgrade due to its heavy position in subprime mortgages, the Federal Reserve summoned several banks to negotiate financing for its reorganization. These discussions failed, and Lehman filed a Chapter 11 petition that remains the largest bankruptcy filing in U.S. history, involving more than US$600 billion in assets.
Michael D. Fascitelli is an American businessman. He is a member of the Vornado Realty Trust board of trustees and former CEO and president of the company before stepping down from day-to-day responsibilities on February 26, 2013. He is a co-owner of the Milwaukee Bucks, and in 2017 founded a $500 million SPAC, Landscape Acquisitions, with Noam Gottesman where they both serve as co-chairman. Since stepping back from day-to-day responsibilities at Vornado, Fascitelli has formed MDF Capital, a family-office investment firm, Landscape Acquisitions, a hospitality and real estate focused SPAC, and Imperial Companies. He serves on the board of real estate technology startup Cadre.
Larry Zicklin is an American professor and businessperson. He is a former chairman of the Board of investment management firm, Neuberger Berman and a professor at the Stern School of Business at New York University and Baruch College, a CUNY school.
Peter A. Cohen is the chairman and CEO of Andover National Corporation, a public holding company. He was formerly the chairman and CEO of Cowen Inc., also known as Cowen & Company now TD Cowen. Prior to his current role, Cohen founded Ramius Capital Management in 1994, a $13 billion investment firm, which he merged with Cowen Inc. in 2009. Prior to this, Cohen was the chairman and chief executive officer of Shearson Lehman American Express from 1983 through 1991.
Richard Lockwood Chilton Jr. is an American businessman and investor. He is the founder, chairman, CEO and chief investment officer (CIO) of Chilton Investment Company, a global investment management firm, which as of June 2014 had roughly $4 billion assets under management. Chilton is also the founder, chairman, and CIO of Chilton Trust Company, a private wealth management company.
Robert D. Rosenthal is a prominent Long Island businessman and wealth management professional. He is the founder, CEO of First Long Island Investors, a boutique wealth management firm.
George (Rivers) Wilbanks is an American executive recruiter specializing in the asset management and wealth management industries. He has been a pioneer in recruiting in the area of ESG and sustainable investing and in promoting diversity in the investment field.
{{cite web}}
: CS1 maint: archived copy as title (link)