Aug 16, 2012 --- Jordan Szekely was named vice president and financial adviser
at Evercore Wealth Management LLC. ---
Szekely joins Evercore Wealth Management from Goldman Sachs,
where he served as a wealth adviser to high-net-worth individuals, families and
foundations. Previously, he worked in corporate and business development at
Focus Financial Partners, and as a private equity professional at Veronis
Suhler Stevenson and at TA Associates, sourcing, executing and monitoring private
equity and mezzanine investments. He began his career in 1999 as a mergers and
acquisition specialist at Lehman Brothers.
Szekely will be based at the New York headquarters of
Evercore Wealth Management. He will report to Wendy Barasch, partner and head
of sales and marketing.
He is a graduate of the University of Pennsylvania,
where he received a bachelor’s degree in economics and psychology, and of the
Columbia Graduate School of Business, where he received a master’s of business
administration in finance within the Value Investing Program.