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Evercore Wealth Management expands San Francisco office

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Evercore Wealth Management has appointed Bruce Elwell and Iain Silverthorne as partners in the firm’s San Francisco office.

Evercore Wealth Management has appointed Bruce Elwell and Iain Silverthorne as partners in the firm’s San Francisco office.

EWM, a division of Evercore Partners, focuses on serving clients with more than USD5m in investable assets.

The two new additions to the EWM team bring a combined 48 years of experience in the wealth management business. While new to the firm, the wealth management professionals have been working with the partners of EWM’s San Francisco office and with the firm’s chief executive Jeff Maurer for a number of years.

EWM, headquartered in New York, was founded in November 2008 by Maurer, the former chairman and chief executive officer of US Trust Corporation, in partnership with Evercore Partners.

Elwell (pictured) was previously a managing director of US Trust, Bank of America Private Wealth Management. At the firm, he was responsible for managing multi-asset class portfolios for individual clients, served on numerous national investment policy committees and supervised client-facing portfolio managers in Northern California.

Silverthorne joins EWM after serving as a senior vice president at US Trust, Bank of America Private Wealth Management, advising clients on financial planning issues, including tax efficient asset allocation and investment strategies, estate and wealth transfer planning, liability analysis and cash flow planning.

"We believe that maintaining standards of excellence in meeting the complex and sophisticated needs of our clients demands a spirit of partnership and hands-on participation best achieved by the client-centric culture of a boutique firm like EWM," says Maurer. "I am excited to welcome Bruce and Iain to our team and look forward to working with them and our other partners to best meet our clients’ needs."

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