People Moves

Who's Moving Where In Wealth Management? - Mesirow, Evercore

Editorial Staff July 23, 2021

Who's Moving Where In Wealth Management? - Mesirow, Evercore

The latest senior moves in wealth and asset management from across the US.

Evercore Wealth Management has appointed Eva Anthony as managing director and wealth and fiduciary advisor of Evercore Wealth Management and Evercore Trust Company. She is based in the New York office.

Anthony was previously at BNY Mellon Wealth Management, where she worked as a senior fiduciary specialist, providing fiduciary and planning advice to high net worth clients. Prior to joining BNY Mellon in 2015, she worked as a lead trust officer at Morgan Stanley Private Bank and, earlier, as senior trust officer and trust counsel at Fiduciary Trust Company International. Anthony began her career as a trusts and estate lawyer.

Anthony received a BA from the Cooper Union for the Advancement of Science and Art and a JD from Brooklyn Law School. She is admitted to the bar in both New York and New Jersey and is a member of the New York State Bar Association. She serves on the board of the New York Civil Liberties Union as chair of the audit and oversight Committee. She previously served on the board of the LGBT Bar Association of Greater New York.

Evercore Wealth Management has offices in New York, Minneapolis, Palm Beach, San Francisco and Tampa. The firm manages $10.6 billion in client assets as of March 31, 2021. 

Mesirow
Chicago-based Mesirow Financial Holdings has appointed Larry D Richman to join its board of directors. Richman is the firm’s first outside director. 

Richman is the past chair, US region, CIBC Bank USA, a role in which he focused on developing client relationships, fostering community engagement, and mentoring team members. He previously served as senior executive vice president, group head, CIBC US region, and president and chief executive officer, CIBC Bank USA. He joined CIBC following its June 2017 acquisition of The PrivateBank, where he served as president and CEO. Richman joined The PrivateBank in November 2007.

Richman spent most of his career with LaSalle Bank in Chicago, where he rose to president and CEO of LaSalle Bank, and president of LaSalle Bank Midwest. He began his career at American National Bank, joining Exchange National Bank of Chicago in 1981.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes