Max Grimard
Portfolio Manager-Aktien bei Evercore Wealth Management LLC
Profil
Mr. Maxwell Grimard, CFA, is a Director & Portfolio Manager at Evercore Wealth Management LLC.
He manages investment assets for families, foundations and endowments.
Prior to joining Evercore in 2016, Mr. Grimard worked at Raymond James Financial in real estate banking and at CBRE in the multifamily investment capital markets platform.
Earlier, he worked for the State of Florida’s Office of Financial Regulation as a Bank Examiner.
Mr. Grimard Graduated from the University of Florida with a B.S.
in Finance.
He holds the Chartered Financial Analyst designation and currently serves as President of CFA Society Tampa Bay.
Aktive Positionen von Max Grimard
| Unternehmen | Position | Beginn |
|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Portfolio Manager-Aktien | 01.09.2016 |
Ausbildung von Max Grimard
| University of Florida | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |