Based in San Francisco, Kaplan will report to Iain Silverthorne, a partner and wealth advisor at the firm.

Kaplan joins Evercore Wealth Management from Merrill Lynch, where he served as an advisor to high net worth families and family offices, responsible for designing and implementing wealth management strategies and constructing investment portfolios.

He was previously with Mainstream Investments, managing equity and debt portfolios for private investors.

Prior to Mainstream, Kaplan was with Goldman Sachs as an advisor to high net worth individuals and family offices.

Evercore Wealth Management CEO Jeff Maurer said that Allan Kaplan’s investment and advisory experience, coupled with his commitment to their approach to client service, will contribute to the firm’s continued growth across the US.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData