Evercore Trust Company, N.A.

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Description

  • Evercore Trust Company, N.A. (Evercore Trust), a limited purpose national trust bank chartered by the Office of the Comptroller of the Currency, provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. Evercore Trust also provides personal trustee, executor, and custody services for Evercore Wealth Management, an affiliated wealth management firm.Evercore Trust was established by Evercore Partners, Inc. (Evercore) in connection with its 2009 acquisition of U.S. Trusts Special Fiduciary Services business (SFS) from Bank of America, N.A. The SFS team has provided independent fiduciary services to employee benefit plans at Americas leading corporations and institutions since 1987. The SFS team has served as an independent fiduciary to employee benefit plans sponsored by approximately: - 75% of the top 20 corporate plan sponsors in the P&I 1,000; - 60% of the companies comprising the Dow Jones Industrial Average; and - 25% of the corporations in the Fortune 500. Plan sponsors frequently retain Evercore Trust to make determinations in connection with transactions where a conflict of interest may exist or where specialized expertise may be required. Our services include: - In-Kind Contributions to Defined Benefit Plans - Company Stock Funds in 401(k) Plans - Grantor (Rabbi Trusts) For Non-Qualified Plans - Independent Fiduciary Decision-Making - Litigation Settlements - Prohibited Transaction Exemptions - Proxy Voting - Mutual Fund Mergers and Reorganizations - Mergers, Restructurings, Spin-Offs, Split-Offs, and Recapitalizations - Sunset of Company Stock Funds - Negotiated Sale of Plan Assets Between Affiliated Parties - Orphan Plans - Health Benefits Bill RyanTel: (212) 849-3576william.ryan@evercore.com Norman GoldbergTel: (202) 471-3501goldberg@evercore.com
  • location

    Headquarters:55 East 52nd Street , New York, New York, United States

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  • Evercore Trust Company, N.A. phone

    Phone Number: +1 646-264-2350

  • Evercore Trust Company, N.A. website

    Website: evercoretrustcompany.com

  • Evercore Trust Company, N.A. employees

    Employees:11

  • Evercore Trust Company, N.A. revenue

    Revenue:> $1B

  • Evercore Trust Company, N.A. legal name

    Legal Name:Evercore Trust Company, N.A.

  • Evercore Trust Company, N.A.'s Social Media

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  • done Is this data correct?
  • |  NAICS Code: 531210  |

      NYSE: EVR

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Person level website identification

Chief Fiduciary Officer for Evercore Trust Company, N.A.

Karen Francois

Chief Fiduciary Officer

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View Employees

Karen Francois

Chief Fiduciary Officer

Valeria Garcia-Tufro

Vice President

Alexander Lyden-Horn

Managing Director - Director Of Delaware Trust Services And Trust Counsel

Richard Dileo

Fiduciary Tax Manager

Frequently Asked Questions regarding Evercore Trust Company, N.A.

  • Where are Evercore Trust Company, N.A.'s Headquarters?

    Evercore Trust Company, N.A.'s Headquarters are in 55 East 52nd Street ,New York,New York,United States

  • What is Evercore Trust Company, N.A.'s phone number?

    Evercore Trust Company, N.A.'s phone number is +1 646-264-2350

  • What is Evercore Trust Company, N.A.'s stock symbol?

    Evercore Trust Company, N.A.'s stock symbol is EVR

  • What is Evercore Trust Company, N.A.'s official website?

    Evercore Trust Company, N.A.'s official website is evercoretrustcompany.com

  • What is Evercore Trust Company, N.A.'s Revenue?

    Evercore Trust Company, N.A.'s revenue is > $1B

  • What is Evercore Trust Company, N.A.'s NAICS code?

    Evercore Trust Company, N.A.'s NAICS code is 531210

  • How many employees are working in Evercore Trust Company, N.A.

    Evercore Trust Company, N.A. has 11 employees

  • What is Evercore Trust Company, N.A.'s Industry?

    Evercore Trust Company, N.A. is in the industry of Investment Management

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