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Evercore Equity Fund (EWMCX)
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00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 492.11M
Evercore Equity
38.03
-0.02
-0.05%
- Overview
- Profile
- Historical Data
- Holdings
EWMCX Overview
On this page you'll find an in-depth profile of Evercore Equity Fund. Learn about the key management, total assets, investment strategy and contact information of EWMCX among other information.
Investment Strategy
The investment seeks long-term growth of capital. The Advisor attempts to achieve its investment objective of long term growth of capital by investing principally in a diversified portfolio of domestic common stocks. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities. Although the fund invests primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities, either directly or indirectly through investments in ADR.
Contact Information
Address
230 Park Avenue Ste 1635
New York,NY 10169
United States
New York,NY 10169
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael Seppelt | Portfolio Manager | 2014 | Now |
| Biography | Michael Seppelt, CFA, Partner and Portfolio Manager of the Evercore Wealth Management, LLC since September 2011. Prior to joining EWM in 2011, Mr. Seppelt was previously an investment principal and a portfolio manager at Lowry Hill. Prior to that, he worked as a portfolio management assistant at Wells Fargo Private Asset Management. Mr. Seppelt holds the Chartered Financial Analyst designation. | ||
| Charles D. Ryan | Partner | 2011 | Now |
| Biography | Charles D. Ryan, Partner and Portfolio Manager of the Evercore Wealth Management, LLC, has served as a portfolio manager since 2011.Prior to joining Evercore Wealth Management in 2008, Charles was a Managing Director and a Market Investment Executive for U. S. Trust in New York. There he managed overall asset allocation and equity selection for high net worth clients, endowments, foundations, and institutions. Charles was also was a voting member of U.S. Trust's open architecture selection committee, on which he participated in selecting complimentary investment solutions for the firm's clients. Prior to assuming this role, Charles was a portfolio manager in the Growth Equity Strategy Group at U.S. Trust and was a member of the division's Investment Policy Committee. There his responsibilities included primary research for financials, consumer staples and discretionary companies. Prior to joining Growth Equity Strategy Group in 2001, Charles was with BNY Asset Management, the institutional investment arm of The Bank of New York, where he was Head of the Equity Division. There he was responsible for product management for the Institutional Equity Division. Additionally, Charles served on the Bank's Investment Policy Committee and from 1994 to 2001, Mr. Ryan was the co-manager of the bank's largest mutual fund, The Hamilton Equity Income Fund. His institutional clients included ERISA-qualified entities, Taft-Hartley, endowments and foundations. Charles is a member of the New York Society of Security Analysts and is a member of the Board of Trustees for The Rumson Country Day School, in Rumson N.J. In addition, Charles contributes to the Board of Visitors for Worcester Academy in Worcester MA. Charles earned his B.A. from Villanova University in 1989. | ||
| Timothy W. Evnin | Partner and Portfolio Manager | 2010 | Now |
| Biography | Mr. Evnin, Partner and Portfolio Manager of Evercore Wealth Management, LLC since October 2009.Mr. Evnin has over twenty years of experience managing balanced portfolios for high net worth clients, equity accounts for institutional clients and equity mutual funds. Prior to joining EWM in October 2009, Mr. Evnin served as Managing Director and Senior Equity Portfolio Manager of Columbia Management (Bank of America) since 2007. Prior to that Mr. Evnin served as Managing Director and Equity Portfolio Manager of U.S. Trust Corporation since January 2000. | ||
| Robert P. Morse | Senior Portfolio Manager | 1984 | 2013 |
| Biography | Robert P. Morse, Senior Portfolio Manager for Wall Street Management Corporation. Mr. Morse has more than thirty years of experience in the investment business with an extensive background in both domestic and international equity and fixed-income markets. Prior to joining WSMC, Mr. Morse was a Partner and Senior Portfolio Manager of Evercore Wealth Management, LLC since 2010 where he has managed separate accounts and has been primarily responsible for the day-to-day management of The Wall Street Fund, Inc. From 1981-2010 Mr. Morse served as President and Sole Director of Morse, Williams & Co., Inc., an investment adviser he co-founded. In addition, Mr. Morse served as President and Director of Morse Williams Holding Co., Inc. from 1986-2010. | ||
| William D. Pettit | - | 1985 | 1990 |
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