Leadership Overview
Evercore has 10 executives leading key functions including technology infrastructure, industrial operations, private capital advisory, wealth management, human capital, real estate strategy, regional management, financial oversight, and technology group operations.
Committed to delivering independent financial advice, Evercore empowers clients through innovative strategic solutions, fostering long-term value creation across global capital markets and investment banking sectors.
Committed to delivering independent financial advice, Evercore empowers clients through innovative strategic solutions, fostering long-term value creation across global capital markets and investment banking sectors.
Leadership Roles at Evercore
Christopher Zander - Partner, President & Chief Executive Officer (Wealth Management)
Christopher Zander, the Partner, President & Chief Executive Officer (Wealth Management) at Evercore, leads the firm's comprehensive wealth and investment management services for high-net-worth individuals. By architecting long-term financial strategies, Zander ensures that clients receive tailored advice aligned with individual goals. The Partner, President & Chief Executive Officer (Wealth Management) oversees the expansion of the firm's private wealth footprint across North American markets. This leadership role involves managing the integration of investment research into personalized portfolio management. Through the cultivation of deep client relationships, Christopher Zander drives the growth of the wealth management division. By maintaining a focus on independent, fiduciary-based advice, the Partner, President & Chief Executive Officer (Wealth Management) upholds the firm's reputation for excellence. This strategic oversight ensures that the wealth management practice remains a cornerstone of the firm's diversified service model, providing stability and growth for clients seeking sophisticated financial guidance.
Timothy LaLonde - Chief Financial Officer & Senior Managing Director
Timothy LaLonde, the Chief Financial Officer & Senior Managing Director at Evercore, directs the firm's global financial strategy, reporting, and capital management. By overseeing the firm's balance sheet and financial planning, LaLonde ensures the stability and growth of the independent investment banking platform. The Chief Financial Officer & Senior Managing Director manages the firm's interactions with shareholders and the investment community. This leadership role involves optimizing capital structure and ensuring rigorous financial compliance across all international operations. Through the implementation of disciplined fiscal policies, Timothy LaLonde drives the firm's long-term financial health. By providing strategic financial guidance to the Board of Directors, the Chief Financial Officer & Senior Managing Director supports the firm's mission of delivering superior results. This role is fundamental to the firm's ability to maintain its independence and continue providing innovative advice on matters of significant financial importance to clients worldwide.
Morgan Green - Managing Director, Chief Operating Officer of Industrials Group
Morgan Green, the Managing Director, Chief Operating Officer of Industrials Group at Evercore, manages the operational workflows for the firm's industrial sector advisory practice. By coordinating complex merger and acquisition projects, Green ensures that the Industrials Group maintains high standards of execution for corporate clients. The Managing Director, Chief Operating Officer of Industrials Group oversees resource allocation and project management to support strategic shareholder advisory initiatives. This leadership role involves streamlining internal processes to facilitate capital structure optimization for large-scale industrial entities. Through rigorous oversight of deal flow, Morgan Green maximizes the efficiency of the advisory team. By fostering collaboration between senior bankers and analysts, the Managing Director, Chief Operating Officer of Industrials Group drives superior results in competitive market environments. This operational focus supports the firm's mission of providing trusted, independent advice on matters of significant financial importance to boards of directors and management teams.
Micki Haber - Managing Director and Chief Operating Officer of Private Capital Advisory
Micki Haber, the Managing Director and Chief Operating Officer of Private Capital Advisory at Evercore, directs the operational strategy for the firm's private capital initiatives. By overseeing the execution of complex secondary market transactions, Haber ensures that the Private Capital Advisory team delivers innovative solutions to institutional investors. The Managing Director and Chief Operating Officer of Private Capital Advisory manages the integration of market intelligence into client advisory services, facilitating successful capital raising efforts. This leadership role involves optimizing internal workflows to handle high-volume private equity mandates. Through the coordination of cross-functional teams, Micki Haber drives the growth of the firm's private capital footprint. By maintaining rigorous standards in deal management, the Managing Director and Chief Operating Officer of Private Capital Advisory supports the firm's commitment to providing superior results for shareholders. This role remains central to the firm's ability to navigate the evolving landscape of private market investments.
Robert Higbee - Director - Real Estate Strategic Advisory Chief Operating Officer
Robert Higbee, the Director - Real Estate Strategic Advisory Chief Operating Officer at Evercore, manages the operational framework for the firm's real estate advisory practice. By overseeing the execution of strategic mandates for property-focused clients, Higbee ensures that the advisory team delivers precise financial insights. The Director - Real Estate Strategic Advisory Chief Operating Officer coordinates the analysis of complex real estate portfolios to support mergers and capital structure decisions. This leadership role involves streamlining project workflows to enhance the speed and accuracy of advisory services. Through the management of internal resources, Robert Higbee drives the efficiency of the real estate group. By aligning operational processes with market trends, the Director - Real Estate Strategic Advisory Chief Operating Officer supports the firm's commitment to providing independent, innovative advice. This role remains vital to the firm's ability to assist clients in navigating the complexities of the global real estate market.
Santiago Garavito - Office Managing Director & Chief Operating Officer (Houston)
Santiago Garavito, the Office Managing Director & Chief Operating Officer (Houston) at Evercore, directs the firm's regional operations and strategic presence in the energy-focused market. By overseeing the daily management of the Houston office, Garavito ensures that the local team delivers high-quality advisory services to energy sector clients. The Office Managing Director & Chief Operating Officer (Houston) manages the integration of regional market insights into the firm's broader investment banking strategy. This leadership role involves coordinating local business development efforts and maintaining strong relationships with regional boards of directors. Through the optimization of office-level operations, Santiago Garavito drives the efficiency of the firm's regional footprint. By aligning local activities with the firm's global standards, the Office Managing Director & Chief Operating Officer (Houston) supports the delivery of trusted, independent advice. This role is critical for maintaining the firm's competitive position in key industrial hubs.
Jeffrey Reisenberg - Global Chief Operating Officer, Technology Group
Jeffrey Reisenberg, the Global Chief Operating Officer, Technology Group at Evercore, directs the operational strategy for the firm's technology-focused investment banking practice. By overseeing the execution of complex advisory mandates for global technology companies, Reisenberg ensures that the group delivers innovative financial solutions. The Global Chief Operating Officer, Technology Group manages the allocation of resources to support mergers, acquisitions, and capital raising efforts within the tech sector. This leadership role involves streamlining internal processes to handle the rapid pace of technological market shifts. Through the coordination of cross-border deal teams, Jeffrey Reisenberg drives the efficiency of the technology advisory practice. By aligning operational capabilities with the firm's strategic goals, the Global Chief Operating Officer, Technology Group supports the delivery of trusted, independent advice. This role is essential for maintaining the firm's leadership position in the global technology investment banking landscape.
Sandeep Saini - Chief Information Officer
Sandeep Saini, the Chief Information Officer at Evercore, directs the firm's global technology infrastructure and digital security frameworks. By architecting scalable systems, Saini ensures the seamless delivery of equity research and agency trading execution platforms. The Chief Information Officer oversees the integration of advanced data analytics to support investment banking professionals in high-stakes decision-making processes. This leadership role involves mitigating cyber risks while optimizing internal operational efficiency across international offices. Through the implementation of robust cloud solutions, Saini maintains the technological edge necessary for a premier independent investment banking firm. Sandeep Saini drives the digital transformation agenda, ensuring that all proprietary trading tools and client-facing portals remain at the forefront of industry standards. By aligning technical capabilities with the firm's strategic goals, the Chief Information Officer secures the integrity of financial data and enhances overall service delivery for global clients.
Liz Lynch - Global Head of Human Capital Chief of Staff
Liz Lynch, the Global Head of Human Capital Chief of Staff at Evercore, directs the firm's talent acquisition and organizational development strategies. By overseeing the recruitment of top-tier investment banking professionals, Lynch ensures that the firm maintains a competitive edge in human capital. The Global Head of Human Capital Chief of Staff manages internal communications and strategic initiatives that align the workforce with the firm's core mission. This leadership role involves fostering a culture of excellence and professional growth across all global offices. Through the implementation of comprehensive training programs, Liz Lynch drives the retention of high-performing talent. By coordinating with the executive leadership team, the Global Head of Human Capital Chief of Staff supports the firm's operational objectives. This focus on human capital ensures that the firm remains a premier destination for financial talent, ultimately contributing to the delivery of superior results for clients and shareholders.
Liz Lynch - Chief of Staff & Group of Human Capital Head
Liz Lynch, the Chief of Staff & Group of Human Capital Head at Evercore, directs the firm's internal strategic alignment and human resource policies. By overseeing the integration of organizational goals with talent management, Lynch ensures that the firm's workforce remains focused on delivering superior client results. The Chief of Staff & Group of Human Capital Head manages the coordination of executive-level projects and firm-wide initiatives. This leadership role involves optimizing the firm's internal structure to support growth and operational excellence. Through the development of robust human capital strategies, Liz Lynch drives the firm's ability to attract and retain industry-leading professionals. By facilitating communication across the C-suite, the Chief of Staff & Group of Human Capital Head ensures that all departments operate in harmony with the firm's mission. This role is essential for maintaining the firm's culture of independent, innovative advice in a highly competitive global financial landscape.
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