Evercore Wealth Management has announced that Chris Zander will be the New York-based firm’s new CEO.

He will also lead a related firm Evercore Trust Company. Zander succeeds Jeff Maurer, who has lead Evercore Wealth Management since its birth in 2008, who will stay as chairman.

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“I would like to congratulate Jeff and Chris on the thoughtfully planned and carefully managed leadership transition at our wealth management and personal fiduciary business,” said Ralph Schlosstein, Evercore president and CEO. “We are delighted with the firms’ progress to date and look forward to continuing strong investment performance and excellent client service.”

Roger Altman, Evercore founder and senior chairman, added: “Jeff Maurer and Evercore established Evercore Wealth Management in 2008, in the depths of the Great Recession. The firm has since grown into one of the leading Registered Investment Advisory firms in the United States, succeeding by every measure and becoming a true leader in the wealth management business.”

Zander joined Evercore Wealth Management in 2008 for US Trust, where he manged the national multi-family office. He was named president of Evercore Trust Company in 2017 and president of Evercore Wealth Management in 2019.

Maurer started his career at US Trust in 1970, where he served as president, CEO and chairman.

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Evercore Wealth Management is an RIA that offers tailored investment management, financial planning, and trust and custody services for HNW families, endowments and foundations.

In 2018, it expanded its US presence with a new office in Palm Beach, Florida. 

The company also appointed Aldo Palles as its new managing director and portfolio manager as well as Ross Saia as managing director and wealth and fiduciary adviser.

The pair most recently served at U.S. Trust, where they joined in 2007.

In the new role, Palles and Saia will tend to families, foundations and endowments in the Palm Beach region and report to firm partner and co-manager of the Florida offices Michael Cozene.

Palles served as a managing director and senior portfolio manager at U.S. Trust, Bank of America Private Wealth Management.

He previously also served as the CIO at Crestmark Investment Management, and as a financial adviser at GenSpring Family Offices.

Saia served as a senior vice president and senior trust officer at U.S. Trust, Bank of America Private Wealth Management. He formerly also worked at Brown Brothers Harriman & Co.