Leadership Overview
Evercore has 10 executives leading key functions including technology, human capital, operations, and regional strategy.
Driven by a commitment to client success, Evercore provides unparalleled independent advice on strategic and financial matters, shaping market dynamics through expert guidance and innovative solutions.
Driven by a commitment to client success, Evercore provides unparalleled independent advice on strategic and financial matters, shaping market dynamics through expert guidance and innovative solutions.
Leadership Roles at Evercore
Mohammed Ali - Managing Director & Chief Executive Officer (Saudi Arabia)
Mohammed Ali, the Managing Director & Chief Executive Officer (Saudi Arabia) at Evercore, leads the firm's strategic operations and business development within the Kingdom of Saudi Arabia. This executive role is pivotal in expanding Evercore's independent investment banking services across the region, focusing on mergers and acquisitions, strategic advisory, and capital raising. Ali directs local teams to deliver trusted, innovative advice tailored to the unique market dynamics of Saudi Arabia. By fostering key relationships and understanding regional financial landscapes, Mohammed Ali strengthens Evercore's global reach and client service capabilities. The Chief Executive Officer's mandate is to drive significant growth and ensure superior results for clients operating within or engaging with the Saudi Arabian market.
Allison Puri - Vice President, Chief Operating Officer
Allison Puri, the Vice President, Chief Operating Officer at Evercore, manages critical operational functions that underpin the firm's global advisory services. This executive oversees the execution of strategic initiatives, ensuring seamless integration across various departments and business lines. Puri's leadership drives operational efficiency, focusing on optimizing processes to support Evercore's commitment to delivering trusted, independent advice on mergers and acquisitions, restructurings, and capital raising. By enhancing operational frameworks, Allison Puri ensures that the firm can effectively serve its clients' strategic and financial needs. The Chief Operating Officer's role is pivotal in maintaining the high standards of service and innovation that define Evercore's market presence.
Robert Higbee - Director - Real Estate Strategic Advisory Chief Operating Officer
Robert Higbee, the Director - Real Estate Strategic Advisory Chief Operating Officer at Evercore, directs the operational execution for the firm's real estate strategic advisory services. This leadership position involves optimizing the delivery of expert advice on matters of strategic and financial significance related to real estate assets for boards, management teams, and shareholders. Overseeing key operational processes, Higbee ensures that the advisory teams can effectively support clients through complex transactions, restructurings, and capital structure decisions within the real estate sector. By enhancing operational efficiency and service delivery, Robert Higbee strengthens Evercore's ability to provide innovative and trusted guidance in this specialized market. The Chief Operating Officer's focus is on driving superior results for clients navigating the intricacies of real estate investment and strategy.
Michael Martinez - Chief Operating Officer of Evercore ISI
Michael Martinez, the Chief Operating Officer of Evercore ISI, oversees the operational framework supporting the firm's equity research, sales, and trading execution services. This executive role is critical in ensuring the efficient and effective delivery of integrated financial services to institutional clients. Martinez's responsibilities include optimizing trading platforms, managing operational risk, and enhancing the client experience across all ISI functions. By driving operational improvements, Michael Martinez supports Evercore's commitment to providing innovative solutions and superior execution in the capital markets. The Chief Operating Officer's strategic focus is on streamlining processes and leveraging technology to maintain Evercore ISI's competitive edge and deliver exceptional value to its clientele.
Morgan Green - Managing Director, Chief Operating Officer of Industrials Group
Morgan Green, the Managing Director, Chief Operating Officer of Industrials Group at Evercore, directs operational strategies within the firm's industrial sector advisory services. This leadership role focuses on enhancing the efficiency and effectiveness of deal execution and client support for companies in the industrials sector. Green oversees the operational integration of advisory services, ensuring seamless collaboration among deal teams and stakeholders. By optimizing operational processes, Morgan Green supports Evercore's commitment to delivering innovative solutions and superior advice on mergers and acquisitions, restructurings, and capital raising for industrial clients. The Chief Operating Officer's objective is to drive operational excellence, reinforcing Evercore's position as a premier independent investment banking firm.
Hillary Powers - Vice President, Chief Operating Officer of Financial Services Group
Hillary Powers, the Vice President, Chief Operating Officer of Financial Services Group at Evercore, manages the operational execution for advisory services within the financial services sector. This role is crucial for optimizing the delivery of strategic and financial advice to banks, insurance companies, and other financial institutions. Powers oversees the operational frameworks that support complex transactions, restructurings, and capital advisory engagements. By enhancing operational efficiency and service integration, Hillary Powers ensures that Evercore provides innovative and trusted guidance to clients navigating the financial services industry. The Chief Operating Officer's focus is on driving operational excellence and reinforcing the firm's commitment to achieving superior client outcomes in this dynamic sector.
Sandeep Saini - Chief Information Officer
Sandeep Saini, the Chief Information Officer at Evercore, directs the firm's global technology infrastructure and digital strategy. Overseeing all IT operations, Saini ensures the secure and efficient deployment of systems that support Evercore's core investment banking and wealth management services. This leadership role involves architecting scalable technology solutions to enhance client engagement and internal operational efficiency across all business segments. By driving innovation in data management and cybersecurity, Sandeep Saini strengthens the firm's competitive advantage. The Chief Information Officer's focus remains on leveraging technology to deliver superior, trusted advice to boards, management teams, and shareholders, aligning technological advancements with Evercore's strategic objectives and market impact.
Liz Lynch - Global Head of Human Capital Chief of Staff
Liz Lynch, the Global Head of Human Capital Chief of Staff at Evercore, spearheads strategic initiatives within the human capital function. This role involves aligning talent management strategies with the firm's overarching business goals, ensuring a cohesive approach to employee development and organizational effectiveness. Overseeing key projects, Lynch facilitates the execution of human capital programs designed to attract, retain, and develop top talent across global operations. The Chief of Staff's responsibilities include enhancing communication and collaboration between human capital leadership and executive management, thereby supporting Evercore's mission of providing expert advisory services. By optimizing talent acquisition and retention frameworks, Liz Lynch directly contributes to the firm's capacity to deliver innovative solutions and maintain its premier position in investment banking.
Liz Lynch - Chief of Staff & Group of Human Capital Head
Liz Lynch, the Chief of Staff & Group of Human Capital Head at Evercore, drives strategic alignment and operational excellence within the human capital domain. This dual role focuses on enhancing the firm's talent acquisition, development, and retention strategies, ensuring they directly support Evercore's global business objectives. Overseeing critical human capital initiatives, Lynch collaborates closely with senior leadership to foster a high-performance culture and optimize organizational effectiveness. The Chief of Staff's responsibilities extend to managing key projects that advance the firm's strategic priorities, particularly in areas impacting employee engagement and leadership development. By ensuring robust human capital frameworks, Liz Lynch reinforces Evercore's capacity to provide innovative advisory services and maintain its leadership in independent investment banking.
Dixe Schillaci - Chief of Staff & Global Director, William J Burns of Affairs & Geopolitical Risk
Dixe Schillaci, the Chief of Staff & Global Director, William J Burns of Affairs & Geopolitical Risk at Evercore, leads strategic initiatives at the intersection of global affairs and geopolitical risk management. This executive role is vital in advising clients on the financial and strategic implications of international developments. Schillaci oversees the integration of geopolitical analysis into Evercore's advisory services, ensuring clients receive comprehensive and forward-looking guidance. By enhancing the firm's capabilities in understanding and navigating complex global landscapes, Dixe Schillaci strengthens Evercore's ability to provide trusted, independent advice on matters of strategic significance. The Chief of Staff's focus is on embedding geopolitical risk assessment into client strategies, thereby safeguarding and enhancing shareholder value.
Explore Leadership Teams in Finance
Barings LLC is a global investment management firm owned by Massachusetts Mutual Life Insurance Company and operates as a subsidiary of MassMutual Financial Group, a diversified financial services organization. The company is a global asset management firm that works with institutional, insurance, and intermediary clients to deliver excess returns across public and private markets in fixed income, real assets, and capital solutions. Barings has investment professionals based in North America, Europe, and Asia Pacific, operating through offices around the globe. The firm sources differentiated opportunities and builds long-term portfolios across public and private fixed income, real estate, and specialist equity markets. Barings offers investment capabilities spanning high yield, private credit, emerging markets, equities, direct lending, middle market lending, real estate debt, commercial real estate, emerging market debt, alternative investments, distressed debt, collateralized loan obligations, bonds, and business development companies. The company provides flexible solutions and alpha generation through long-term alignment with clients, leveraging depth and breadth to navigate dynamic markets. Barings has a heritage dating back to 1762 when it was originally established as a firm of merchants and merchant bankers in London, and the company realized the potential of asset management in the 1950s, establishing its own investment department in 1955 to serve corporate clients, sovereign connections, pension funds, and charitable institutions. The firm is committed to sustainable practices and responsible investment, aiming to serve its clients, communities, and employees while delivering value through decades of experience lending to middle market companies through economic and credit cycles.
Company Leadership
EM
iFAST was founded in 2000. This company provides an Internet-based investment products distribution platform. Their headquarters are located in Central Singapore, Singapore.
Company Leadership ML
LC
SS
Republic is a global financial technology firm and investment platform that aims to democratize private investing by opening access to opportunities that were traditionally reserved for institutional investors and high-net-worth individuals. It provides an online marketplace where individuals including everyday retail investors can invest in startups, early-stage companies, real estate, crypto projects, and other private market opportunities through regulated crowdfunding and private placements.
Company Leadership BW
AN
BA
Edelman Financial Engines, LLC (EFE) is a leading provider of independent investment advisory services in the US. The company operates in two segments: Workplace and Retail. In the Workplace business, EFE provides an automated managed account solution to employer-sponsored 401(k) plans. In the Retail business, EFE provides fee-based, holistic financial planning and investment management services to mass affluent customers. Headquartered in Santa Clara, CA.
Company Leadership RH
TL
DB
Frequently Asked Questions Regarding Evercore Top Executives and Leadership Team
