EVERCORE WHO WE ARE WHAT WE DO CONTACT US FOR INVESTORS JOIN OUR TEAM OUR VALUES: CLIENT FOCUS OUR 2021 SUSTAINABILITY REPORT Global Advisory Institutional Equities Investment Management Wealth Management and Trust Services U.S.-based Evercore Wealth Management and Evercore Trust Company, N.A. serve high-net-worth individuals, foundations, and endowments, across the United States, providing a more personal and modern alternative to big banks, brokerages and trust companies. Established in 2008 by Evercore and a team of senior wealth management professionals led by former U.S. Trust CEO Jeff Maurer and including the former head of the multi-family office, Chris Zander, Evercore Wealth Management was founded to set a new standard in wealth management. The firm works closely with Evercore Trust Company, N.A., which was established by Evercore in 2009. Evercore Wealth Management has grown steadily since inception and is ranked by Barron’s as one of the top independent Registered Investment Advisors in the United States. Our partners and other senior planning, investment, and fiduciary professionals are among the most experienced in their fields. Many of us have worked together for years, and all are committed to the Evercore culture of institutional and individual integrity. Our distinctive approach integrates global investment management, strategic wealth planning, and trust and family wealth services. We have deep expertise in transaction planning and concentrated stock management and advise Evercore clients and professionals, as well as families and related institutions. Socially responsible investing (SRI) and environmental social and governance (ESG) investment strategies are growing areas of focus for our clients. We work with carefully-selected external managers to provide customized solutions for SRI/ESG investing that strive to deliver competitive rates of return to meet our clients’ impact investing goals. We strive to meet our clients’ lifestyle, family, business and legacy goals, and to earn and sustain their trust. Learn more about Evercore Wealth Management and Evercore Trust Company, N.A. at: https://www.evercorewealthandtrust.com. Learn more about socially responsible investing here. U.S. Investment Banking and Evercore ISI businesses are conducted through Evercore Group L.L.C., a member of FINRA and SIPC Terms and Conditions | Click here for Important Regulatory Information | GDPR Privacy Notice | CCPA Privacy Notice © Copyright 2021, Evercore. All rights reserved