Max Grimard
Gestore di Portafoglio-Azioni presso Evercore Wealth Management LLC
Profilo
Mr. Maxwell Grimard, CFA, is a Director & Portfolio Manager at Evercore Wealth Management LLC.
He manages investment assets for families, foundations and endowments.
Prior to joining Evercore in 2016, Mr. Grimard worked at Raymond James Financial in real estate banking and at CBRE in the multifamily investment capital markets platform.
Earlier, he worked for the State of Florida’s Office of Financial Regulation as a Bank Examiner.
Mr. Grimard Graduated from the University of Florida with a B.S.
in Finance.
He holds the Chartered Financial Analyst designation and currently serves as President of CFA Society Tampa Bay.
Posizioni attive di Max Grimard
| Società | Posizione | Inizio |
|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Gestore di Portafoglio-Azioni | 01/09/2016 |
Formazione di Max Grimard
| University of Florida | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
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