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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 12, 2019
    • $3.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 163
      Accounts
    • $18.7M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

4

name start date
Robert Fred Ruland
June 2006
Donn Michael Goodman
June 2006
Tedric Lawrence Bellis
June 2006
Morton Allan Millhauser
June 2006

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Atalanta Sosnoff Management, LLC IAR $2,271,360,000
    Evercore Group L.L.C. Broker-Dealer --
    Evercore Trust Company of Delaware -- --
    Evercore Trust Company, N.A. -- --
    Evercore Wealth Management, LLC IAR $7,559,815,731

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kevin Sean Kelly Member, Chief Operating Officer, Chief Financial Officer, Chief Compliance Officer May, 2010 10% to 25%
      Craig B Steinberg Member, President, Director Of Research, Portfolio Manager May, 2010 10% to 25%
      John Patrick Mcmullan Member, Portfolio Mananger May, 2010 10% to 25%
      Robert Fred Ruland Member, Portfolio Manager May, 2010 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees