Profilo
Mr. Michael Beck is a Managing Director & Portfolio Manager at Evercore Wealth Management LLC.
Mr. Beck joined Evercore in 2020 from Goldman Sachs, where he advised and managed portfolios for high net worth clients including partners in the firm and financial services executives, and for family offices, foundations and endowments.
He worked at Goldman Sachs for seven years; he was earlier a trader at Edward Jones Investments, where he started his career in 2007.
He earned a B.S.
from Pennsylvania State University and an M.B.A.
from Cornell University with a concentration in Capital Markets and Asset Management.
Precedenti posizioni note di Michael Beck
| Società | Posizione | Fine |
|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm 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 high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private 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 | 01/10/2022 |
Goldman Sachs & Co. LLC (Private Banking)
 Goldman Sachs & Co. LLC (Private Banking) Investment ManagersFinance Goldman Sachs & Co. LLC (Private Banking) is the private banking division of Goldman Sachs & Co. LLC (GS&Co.), itself owned by The Goldman Sachs Group, Inc. (NYSE: GS), a bank and financial holding company headquartered in New York City. GS&Co.'s Private Wealth Management (PWM) group primarily provides advisory services to high-net worth individuals and institutional clients. | Corporate Officer/Principal | 01/01/2019 |
Formazione di Michael Beck
| The Pennsylvania State University | Undergraduate Degree |
| Cornell University | Masters Business Admin |
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 | 2 |
|---|---|
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm 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 high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private 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 |
Goldman Sachs & Co. LLC (Private Banking)
Goldman Sachs & Co. LLC (Private Banking) Investment ManagersFinance Goldman Sachs & Co. LLC (Private Banking) is the private banking division of Goldman Sachs & Co. LLC (GS&Co.), itself owned by The Goldman Sachs Group, Inc. (NYSE: GS), a bank and financial holding company headquartered in New York City. GS&Co.'s Private Wealth Management (PWM) group primarily provides advisory services to high-net worth individuals and institutional clients. | Finance |
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