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Evercore, Inc. (evr)

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Sebastian Granzo Sebastian Granzo currently works as the Head of Operations at Evercore, Inc.
Paul Pensa Paul Pensa is currently the Chief Accounting Officer & Controller at Evercore, Inc. He is also a Member of The American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Previously, he worked as a Managing Director at Credit Suisse First Boston Corp. Mr. Pensa holds an MBA from Pace University.
John J. Apruzzese Mr. John J. Apruzzese, CFA MBA, is a Partner & Chief Investment Officer at Evercore Wealth Management LLC. He is responsible for the firm’s market outlook and asset allocation policy. He has over 30 years of experience managing balanced investment portfolios for high-net-worth clients and foundations and endowments. Prior to joining Evercore in September 2008, Mr. Apruzzese was a managing director of U.S. Trust, which he joined in 1984. He was responsible for managing $2 billion of client assets, representing many of U.S. Trust’s most significant clients. Additionally, John served as the Chief Investment Officer of U.S. Trust of New York from 2003 to 2005, and as the head of Equity Investments and the Chair of the Equity Investment Committee from 2005 to 2008. For 15 years, he was an active participant in the formulation of overall investment strategy and a member of the U.S. Trust Investment Strategy Committee. Mr. Apruzzese received his B.A. from Bucknell University in 1980 and an M.B.A. from New York University in 1984. He holds the Chartered Financial Analyst designation and is a former member of the Board of the New York Society of Security Analysts.
Liz Lynch Liz Lynch is currently the Chief Of Staff & Head-Human Capital at Evercore, Inc. She is also a Trustee at Darden School Foundation. Previously, she worked at Morgan Stanley as the Global COO-Equity Research from 2000 to 2006. Ms. Lynch holds an MBA from the University of Virginia and an undergraduate degree from Wesleyan University.
Chris Turek Chris Turek is the founder of AITEC, LLC. He is currently the Chief Information Officer & Senior MD at Evercore, Inc. He previously worked as the Director-Chief Technology Officer at Eze Castle Integration, Inc. from 2006 to 2011 and as the Chief Technology Officer at Bridger Capital LLC from 2004 to 2006.
Elsa Ferreira Elsa Ferreira is currently working as the Chief Information Security Officer & Senior MD at Evercore, Inc. She started this position in 2016. Prior to her current role, she worked as a Manager at EisnerAmper LLP. Ms. Ferreira completed her undergraduate degree at Syracuse University in 2005. She also holds an MBA from Ellis University.
Lucida Plummer Lucida Plummer currently works at Police Athletic League, Inc., as Director and Evercore, Inc., as Chief Diversity Officer & Managing Director.
Richard Rivero Richard Rivero currently works as the Chief Data & Analytics Officer at Evercore, Inc.
John Crowe John Crowe currently works as the Chief Compliance Officer & Senior MD at Evercore, Inc.
Marc Adam Harris Mr. Marc A. Harris is a Director of Research at Evercore Group LLC. He is responsible for overseeing the firm’s research effort working closely with Evercore ISI and firm senior leadership. Prior to joining Evercore ISI in 2019, Mr. Harris was Director of US and Global Research at RBC Capital Markets. During his 14-year tenure at RBC, he also served as Head of Mid-Atlantic Sales and Technology Product Manager. Before RBC, Mr. Harris worked for Bear Stearns and JPMorgan Chase in Institutional Equity Sales. Mr. Harris earned a B.S. degree from The Martin J. Whitman School of Management at Syracuse University.
Timothy G. LaLonde Prior to joining Evercore, Mr. LaLonde was an Executive Director at UBS Warburg (and was at Dillon Read, a predecessor firm), where much of his work focused on mergers and acquisitions. Prior to business school, he worked as a Vice President at a merger and acquisition advisory boutique firm. Since joining Evercore, he has advised on General Motors’ sale of a 51%interest in GMAC, AT&T’s acquisition of BellSouth, NTL’s acquisition of Telewest, SBC’s acquisition of AT&T, EDS’ sale of UGS PLM, the sale of PanAmSat to an investor group and Cingular’s acquisition of AT&T Wireless. In addition, Mr. LaLonde has been involved in numerous transactions in the energy, building and construction, and general industrial sectors. Mr. LaLonde received his B.S.B. with high distinction from the University of Minnesota, his M.Sc. from the London School of Economics and his M.B.A. with high distinction from the Amos Tuck School of Business Administration at Dartmouth College.
Roger C. Altman Mr. Roger C. Altman is a Founder & Senior Chairman at Evercore Capital Partners, a Founder & Senior Chairman at Evercore Venture Partners LLC, a Senior Chairman at Evercore, Inc., a Co-Chairman at New Visions for Public Schools, Inc. and a Member at Council on Foreign Relations, Inc. He is on the Board of Directors at NewYork-Presbyterian Hospital and Conservation International Foundation. Mr. Altman was previously employed as a Vice Chairman by Blackstone Corporate Private Equity, a Vice Chairman by The Blackstone Group, Inc. (Illinois), a Deputy Secretary by US Department of The Treasury, a Vice Chairman by American Museum of Natural History, and a Trustee by MIT Corp. (United States). He also served on the board at Lehman Brothers Asset Management LLC. He received his undergraduate degree from Georgetown University and an MBA from The University of Chicago.
John S. Weinberg John S. Weinberg is currently the Chairman & Chief Executive Officer at Evercore, Inc. He is also the Executive Vice Chairman-Trustees Board at the Cystic Fibrosis Foundation. In addition, he serves as an Independent Director at Ford Motor Co., a Director at the Community Anti-Drug Coalitions of America, and a Trustee at Brunswick School, Inc. He has been a Trustee at NewYork-Presbyterian Hospital since 2000 and at Middlebury College. Previously, he worked at The Goldman Sachs Group, Inc. as the Vice Chairman & Co-Head-Global Investment Banking from 2006 to 2015. He also served as a Director at The Greenwich Country Day School, Inc. Mr. Weinberg completed his undergraduate degree at Princeton University in 1979 and obtained an MBA from Harvard Business School in 1983.
Ralph Lewis Schlosstein Mr. Ralph L. Schlosstein is a Chairman Emeritus at Evercore Group LLC, a Co-Chairman & Co-CEO at Evercore Capital Partners and a Member at Council on Foreign Relations, Inc. He is on the Board of Directors at Evercore Partners Ltd., Evercore, Inc., Evercore Capital Partners, Evercore Holdings Ltd., Lincoln Center for the Performing Arts, Inc. and New Visions for Public Schools, Inc. Prior to joining Evercore on May 22, 2009, Mr. Schlosstein was the Chief Executive Officer of HighView Investment Group, an alternative investment management firm. Prior to forming HighView in 2008, he was for almost twenty years the President of BlackRock, the largest asset management firm in the world, with approximately $6 trillion of assets under management. Mr. Schlosstein co-founded BlackRock in 1988, was a director since the company went public in 1999, chaired BlackRock’s Management Committee, and served on its Executive Committee and its Investment Committee. Prior to founding BlackRock in 1988, he was a Managing Director in Investment Banking at Lehman Brothers. While at Lehman, Mr. Schlosstein started the firm’s interest rate swap business and led its Mortgage and Savings Institutions Group. From 1977 to 1981, he worked for the Federal government. Initially, Mr. Schlosstein was Deputy to the Assistant Secretary of the Treasury Department. In mid 1977, he became Associate Director of The White House Domestic Policy Staff where he was responsible for advising President Carter on urban policy, economic development and housing issues, as well as the Chrysler loan guarantee program. From 1974 to 1977, Mr. Schlosstein was an economist for the Congressional Joint Economic Committee. He earned a BA degree in economics, cum laude, from Denison University in 1972.
William J. Wheeler William J. Wheeler is currently the Vice Chairman at Athene Holding Ltd. and an Independent Director at Evercore, Inc. He also holds positions as a Director at the American Council of Life Insurers, Venerable Holdings, Inc., Athora Holding Ltd., and Wabash College, where he serves as a Trustee. In the past, Mr. Wheeler served as a Director at Council of the Americas, Inc., MetLife Bank NA, and Athene Life Re Ltd. He was also an Executive Vice President at Metropolitan Life Insurance Co. from 2003 to 2011 and the President-American Division at MetLife, Inc. from 2011 to 2015. Additionally, he worked as a Senior Vice President at Donaldson, Lufkin & Jenrette Securities Corp.Mr. Wheeler completed his undergraduate degree at Wabash College and holds an MBA from Harvard Business School.
Ellen Victoria Futter Ellen Victoria Futter's current jobs include being an Independent Director at Consolidated Edison, Inc. since 1997, an Independent Director at Evercore, Inc. since 2018, a Director at NYC & Co., Inc., a Director at American Ditchley Foundation, a Director at Memorial Sloan-Kettering Cancer Center (Investment Management), a Trustee at Consolidated Edison Company of New York, Inc. since 1989, a Trustee at The Brookings Institution, the President of The John & Mary R. Markle Foundation, Inc. starting in 2024, a Trustee at Memorial Sloan Kettering Cancer Center, the President & Trustee of the American Museum of Natural History since 1993, a Member of the Council on Foreign Relations, Inc., and a Trustee at Cold Spring Harbor Laboratory, Inc. starting in 2023. Her former jobs include being the Chairman of the Federal Reserve Bank of New York from 1988 to 1993, a Director at American International Group, Inc. from 1999 to 2008, a Director at Bristol Myers Squibb Co. from 1999 to 2005, a Director at Viacom, Inc. from 2005 to 2006, an Independent Director at JPMorgan Chase & Co. from 2001 to 2013, a Director at J.P. Morgan & Co., Inc. (Old) from 1997 to 2000, and a Director at Viacom, Inc. from 2006 to 2007. She received her undergraduate degree from Barnard College in 1971 and her graduate degree from Columbia Law School in 1974.
Robert B. Millard Robert B. Millard's current jobs include being the Chairman at Massachusetts Institute of Technology since 2014, an Independent Director at Evercore, Inc. since 2012, a Director at the American Association for the Advancement of Science, the Lead Independent Director at L3Harris Technologies, Inc. since 1987, a Trustee at Parsons The New School for Design, a Trustee at New York University, a Member of the Council on Foreign Relations, Inc., a Trustee at Associated Universities, Inc., and a Senior Advisor at Safar Partners LLC. His former jobs include being the Chairman at Realm Partners LLC from 2009 to 2014, the Chairman at MIT Corp. (United States), a Director at Gulfmark International, Inc. from 1989 to 1997, a Managing Director at Lehman Brothers, Inc. from 1978 to 2008, an Independent Director at GulfMark Offshore, Inc. from 1996 to 2013, a Managing Director at Barclays Bank Plc in 2008, the Lead Independent Director at L-3 Communications Holdings, Inc. from 1997 to 2008, a Director at Weatherford International Ltd. from 1989 to 2012, a Managing Director at Barclays Capital, Inc. in 2008, a Director at The New School, an Independent Director at L3 Technologies, Inc. from 1997 to 2019, a Director at Weatherford International, Inc. from 1989 to 2012, a Trustee at The Population Council, Inc., and a Partner at Realm Partners LLC from 2009 to 2010. Mr. Millard's education includes an undergraduate degree from Massachusetts Institute of Technology and an MBA from Harvard Business School.
Sarah Keohane Williamson Sarah Keohane Williamson is currently the Chief Executive Officer & Director at FCLT Global. She is also the Chairman at the Whitehead Institute for Biomedical Research. Additionally, she serves as an Independent Director at ExlService Holdings, Inc. and Evercore, Inc. She is a Director at The Value Reporting Foundation. In her former roles, Ms. Williamson was the Chairman at Wellington Trust Co., NA and a Director-Alternative Investments & Partner at Wellington Management Co. LLP. She was also a Senior Engagement Manager at McKinsey & Co., Inc. and an Analyst at Goldman Sachs & Co. LLC. Ms. Williamson completed her undergraduate degree at Williams College in 1984. She later earned an MBA from Harvard Business School in 1989.
Willard J. Overlock Willard J. Overlock is currently the Chairman at Albert & Mary Lasker Foundation. He is also an Independent Director at Evercore, Inc., a Director at Lasker Foundation, a Director at ReadWorks, Inc., a Trustee at The Rockefeller University, a Trustee at Interactive Engagement Group LLC, a Partner at Cue Ball Capital LLC, a Member-Overseers Board at Columbia Business School, and a Trustee at The WNET Group. In the past, Mr. Overlock served as an Independent Director at Becton, Dickinson & Co. from 1999 to 2019. He also held positions as a Senior Director at The Goldman Sachs Group, Inc. and as a Partner at Goldman Sachs & Co. LLC. Mr. Overlock completed his undergraduate degree at The University of North Carolina at Chapel Hill in 1968. He later obtained an MBA from Columbia Business School in 1973.
Richard I. Beattie Richard I. Beattie is the founder of New Visions for Public Schools, Inc. (founded in 1989) where he served as Chairman from 1989 to 2012. He is currently Senior Chairman at Simpson Thacher & Bartlett LLP since 1968. Additionally, he holds current positions as Vice-Chairman Emeritus at Interactive Engagement Group LLC, Chairman at Memorial Hospital For Cancer & Allied Diseases, Inc., Independent Director at Evercore, Inc. since 2010, Director at National Womens Law Center, Director at Memorial Sloan-Kettering Cancer Center (Investment Management), Trustee at Memorial Sloan Kettering Cancer Center, Member at Council on Foreign Relations, Inc., and Vice Chairmen-Emeritus at The WNET Group. Mr. Beattie's former positions include Non-Executive Chairman at Harley-Davidson, Inc. from 1996 to 2016, Chairman at Heidrick & Struggles Ventures, Lead Independent Director at Heidrick & Struggles International, Inc. from 2002 to 2018, and Director at Carnegie Clean Energy Ltd. Mr. Beattie received his undergraduate degree from Dartmouth College in 1961 and his graduate degree from The University of Pennsylvania Law School.
Pamela G. Carlton Pamela G. Carlton is the founder and the President of Springboard - Partners in Cross Cultural Leadership, founded in 2003. She is currently an Independent Director at Evercore, Inc. since 2019, Apollo Commercial Real Estate Finance, Inc. since 2021, DR Bank since 2017, Columbia Seligman Premium Technology Growth Fund, Inc. since 2009, and NewYork-Presbyterian Hospital since 1996. She is also a Member of Women's Forum, Inc. and Women’s Forum of New York. Ms. Carlton's former positions include being an Independent Director at Tri-Continental Corp., Director-Latin America Research at Morgan Stanley from 1993 to 1996, Managing Director-US Equity Research at JPMorgan Chase & Co. from 1999 to 2003, Managing Director-US Equity Research at JPMorgan Fleming Asset Management (USA), Inc. from 1999 to 2003, Director at RiverSource LaSalle International Real Estate Fund, Inc. from 2008 to 2011, and an Attorney at Cleary Gottlieb Steen & Hamilton LLP from 1980 to 1982. She has also held positions as a Trustee at Williams College, President of The Phi Beta Kappa Society, and Member-Visitors Board at Yale School of Management and Yale Law School. Ms. Carlton's education includes an undergraduate degree from Williams College, an MBA from Yale School of Management, and a graduate degree from Yale Law School.
Simon Manwaring Robertson Simon Manwaring Robertson is the founder of Simon Robertson Associates LLP, which was founded in 2005. He is currently an Independent Director at Evercore, Inc., a Non-Executive Director at The Economist Newspaper Group, Inc., a Non-Executive Director at Royal Opera House Covent Garden Foundation, a Director at Immodulon Therapeutics Ltd., a Director at Byhiras Group Ltd., and the President of Legion Dhonneur Uk Chapter Ltd. Mr. Robertson's former positions include Deputy Chairman at HSBC Holdings Plc from 2006 to 2016, Non-Executive Chairman at Rolls-Royce Holdings Plc from 2005 to 2013, Chairman at Rolls-Royce Group Ltd. from 2004 to 2009, Chairman at Kleinwort Benson Group Plc from 1963 to 1997, Chairman at Dresdner Kleinwort Benson, Chairman at Dresdner Kleinwort Benson Emerging Europe Fund LP, Managing Director at Goldman Sachs International, Non-Executive Director at Invensys Ltd., President & Managing Director at Goldman Sachs Europe Ltd. from 1997 to 2005, Non-Executive Director at Inchcape Plc, Non-Executive Director at Berry Bros. & Rudd Ltd. from 1998 to 2018, Non-Executive Director at The Economist Newspaper NA, Inc., Non-Executive Director at The Economist Newspaper Ltd. from 2005 to 2017, Non-Executive Director at London Stock Exchange Plc, President-European Operations at The Goldman Sachs Group, Inc., Trustee at The Economist Group Ltd., Trustee at Eden Project Ltd., Partner at Newshore Partners LLP, and Member-Supervisory Board at LOV Group Invest SAS.