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Profil
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.
Anciens postes connus de Michael Beck
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/10/2022 |
Goldman Sachs & Co. LLC (Private Banking)
 Goldman Sachs & Co. LLC (Private Banking) Investment ManagersFinance GS&Co.'s PWM manages advisory accounts and invests them in multiple asset classes. The firm utilizes strategies that invest in particular asset classes and investments, including structured investments (including structured notes, certificates of deposit, warrants, ownership units and other types of investment interests whose return is dependent upon the returns of one or more referenced assets) and listed and OTC options. Depending on the strategy selected, there may be embedded leverage in options, futures and other securities. | Corporate Officer/Principal | 01/01/2019 |
Formation de Michael Beck
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
30
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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 |
Goldman Sachs & Co. LLC (Private Banking)
Goldman Sachs & Co. LLC (Private Banking) Investment ManagersFinance GS&Co.'s PWM manages advisory accounts and invests them in multiple asset classes. The firm utilizes strategies that invest in particular asset classes and investments, including structured investments (including structured notes, certificates of deposit, warrants, ownership units and other types of investment interests whose return is dependent upon the returns of one or more referenced assets) and listed and OTC options. Depending on the strategy selected, there may be embedded leverage in options, futures and other securities. | Finance |
