Jeff 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]

Jeff Maurer
Born (1947-07-09) July 9, 1947
Alma materAlfred 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.
SpouseWendy S. Maurer

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.[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]

Publications

Maurer authored the book Rich in America: Secrets to Creating and Preserving Wealth.[7]

Philanthropy and board positions

References
  1. Olsen, Kevin (18 April 2013). "Evercore Trust names new president, CEO".
  2. "The Team". www.evercore.com.
  3. "Breakaway Trust Officers". www.fa-mag.com.
  4. "Jeffrey S. Maurer Joins Neuberger Berman as Executive Vice President". www.businesswire.com (Press release).
  5. Lehman Brothers Company Overview
  6. "Jeffrey S. Maurer | Children's Health Fund - Health Care and Advocacy for America's Most Vulnerable Children". Archived from the original on 2016-08-22. Retrieved 2016-06-18.
  7. Maurer, Jeffrey S. (4 August 2003). Rich in America: Secrets to Creating and Preserving Wealth. Wiley. ISBN 0471445487.
  8. "Hebrew Home Fetes Y and R CEO David Sable". 24 November 2014.
  9. "Archived copy" (PDF). Archived from the original (PDF) on 2016-04-08. Retrieved 2016-06-18.{{cite web}}: CS1 maint: archived copy as title (link)
  10. "Trustees of the Northwell Health - About the School - Hofstra Northwell School of Medicine at Hofstra University". medicine.hofstra.edu.
  11. "Alfred University : Board of Trustees". www.alfred.edu.

Notes
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