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.
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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.
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