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John Apruzzese
Directeur en chef des Investissements chez
EVERCORE INC.
Profil
Mr. John J.
Apruzzese, CFA MBA, is a Partner & Chief Investment Officer at Evercore Wealth Management LLC.
He is responsible for the firm’s market outlook and asset allocation policy.
He has over 30 years of experience managing balanced investment portfolios for high-net-worth clients and foundations and endowments.
Prior to joining Evercore in September 2008, Mr. Apruzzese was a managing director of U.S.
Trust, which he joined in 1984.
He was responsible for managing $2 billion of client assets, representing many of U.S.
Trust’s most significant clients.
Additionally, John served as the Chief Investment Officer of U.S.
Trust of New York from 2003 to 2005, and as the head of Equity Investments and the Chair of the Equity Investment Committee from 2005 to 2008.
For 15 years, he was an active participant in the formulation of overall investment strategy and a member of the U.S.
Trust Investment Strategy Committee.
Mr. Apruzzese received his B.A. from Bucknell University in 1980 and an M.B.A. from New York University in 1984.
He holds the Chartered Financial Analyst designation and is a former member of the Board of the New York Society of Security Analysts.
Postes actifs de John Apruzzese
| Sociétés | Poste | Début |
|---|---|---|
| EVERCORE INC. | Directeur en chef des Investissements | - |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Directeur en chef des Investissements | 01/09/2008 |
Anciens postes connus de John Apruzzese
| Sociétés | Poste | Fin |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | 31/12/2007 |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Directeur/Membre du Conseil | - |
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore-IM establishes the client’s goals and appetite for risk and determines how to maximize their chances of success on their terms. | Directeur en chef des Investissements | - |
Formation de John Apruzzese
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Evercore, Inc.
 Evercore, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Bucknell University
 Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Commercial Services |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
Evercore Trust Co. NA (Invt Mgmt)
Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore-IM establishes the client’s goals and appetite for risk and determines how to maximize their chances of success on their terms. | Finance |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Finance |
