Jeff Maurer poached his RIA from zero to $7.5 billion in nine years but now comes M&A
Louis Diamond Quoted – By Brooke Southall, RIABiz – Every inch of the way, Jeff Maurer has built Evercore Wealth Management LLC his way, which is to say he has relentlessly recruited advisors, executives and their assets from ultrahigh-net-worth units of national banks. What the former CEO of U.S. Trust mostly refrained from doing in taking his New York-based RIA startup to just over $7.3 billion in AUM, according to its March 30 ADV, and is buying talent and assets by acquiring RIAs.
