People Moves

Evercore Wealth Opens New Office With Lowry Hill Team

Vanessa Doctor September 7, 2011

Evercore Wealth Opens New Office With Lowry Hill Team

Evercore Wealth Management, the financial services firm that caters to high net worth clients, has opened a new office in Minneapolis and named six new partners there.

Martha Pomerantz, Julie Krieger, Pam Lundell, Jason Anderson, Stacie Price, and Michael Seppelt join from Lowry Hill, a Minneapolis-based private asset management firm and part of Wells Fargo Bank. They report directly to Jeff Maurer, the chief executive based in New York. 

As well as a partner, Pomerantz is co-manager at the new Evercore office. At Lowry Hill, she served as investment principal and co-chair of the investment committee.

Krieger has been appointed as a wealth advisor and co-manager. She was a financial principal and chief financial officer at Lowry Hill. 

Lundell is also a wealth advisor, responsible for multi-generational wealth management and planning advice. She was a tax specialist at Lowry Hill.

In other moves, Anderson, former chief technology officer at Lowry Hill, takes on the role of head of information technology. Price, now a wealth advisor, used to work with individual and family clients at her old company, while Seppelt, now a portfolio manager and member of the Evercore Wealth Management equity selection committee, was previously an investment principal and portfolio manager. 

Evercore Wealth Management is a division of the investment banking advisory firm Evercore Partners. As of 30 June 2011, the wealth arm records $2.9 billion in client assets under management.

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