Longtime Wall Street financial advisors Paul Carlson and Thomas Fautrel formed a private firm eight years ago just to serve their own clients. It didn’t stay that way.

Offshore trusts can be a powerful tool for modern millionaires seeking to better protect their wealth from lawsuits, market ...

EVR's first-quarter 2025 results benefit from strong advisory revenues and higher AUM. However, increased expenses weigh on ...

Q1 2025 Earnings Call Transcript April 30, 2025 Evercore Inc. beats earnings expectations. Reported EPS is $3.49, ...

Q1 2025 Earnings Conference Call April 30, 2025 8:00 AM ETCompany ParticipantsKaty Haber - MD, Head, IR & ESGJohn Weinberg ...

VANCOUVER, British Columbia, April 25, 2025 (GLOBE NEWSWIRE) — Harbourfront Wealth Holdings Inc. (“Harbourfront Wealth”) proudly announces the acquisition of KJ Harrison & Partners (“KJH ...

Jim Cracchiolo told analysts that the firm's retention "is quite good," even though his company, like many of its rivals, ...

Evercore also assists clients in raising public and private capital, delivers equity research and equity sales and agency trading execution, and provides wealth and investment management services ...