Leadership Overview
Evercore has 10 executives leading key functions including strategic advisory, technology infrastructure, wealth management, human capital, and operational oversight.
Focused on delivering independent financial guidance, Evercore maintains a commitment to providing innovative solutions for complex mergers, acquisitions, and capital structure challenges across global markets.
Focused on delivering independent financial guidance, Evercore maintains a commitment to providing innovative solutions for complex mergers, acquisitions, and capital structure challenges across global markets.
Leadership Roles at Evercore
Keith Magnus - Chairman, Asia, Chief Executive Officer, Member of Global Management Committee
Keith Magnus, the Chairman, Asia, Chief Executive Officer, Member of Global Management Committee at Evercore, directs regional expansion and strategic growth initiatives across Asian markets. Magnus oversees the integration of global advisory standards within the firm's Asian operations, ensuring alignment with the broader corporate mission of providing independent financial advice. By managing high-level relationships with boards of directors and management teams, the Chairman, Asia, Chief Executive Officer, Member of Global Management Committee facilitates complex cross-border mergers and acquisitions. This leadership role involves constant coordination with the Global Management Committee to refine the firm's competitive positioning. Keith Magnus drives the execution of capital structure strategies, ensuring that regional activities support the overarching goal of delivering superior client outcomes. Through rigorous oversight of market-specific financial trends, the executive maintains the firm's reputation for excellence in the competitive investment banking landscape.
Christopher Zander - Partner, President & Chief Executive Officer (Wealth Management)
Christopher Zander, the Partner, President & Chief Executive Officer (Wealth Management) at Evercore, directs the firm's comprehensive wealth and investment management services for high-net-worth individuals. Zander oversees the development of personalized financial strategies, ensuring that clients receive tailored advice on asset allocation and long-term capital preservation. The Partner, President & Chief Executive Officer (Wealth Management) manages the growth of the wealth management division, expanding the firm's footprint in private client services. By fostering a culture of fiduciary responsibility, Zander ensures that all investment decisions reflect the firm's commitment to superior results. Christopher Zander drives the integration of equity research and market insights into client portfolios, enhancing the value proposition for investors. This leadership role involves strategic planning to scale the wealth management platform while maintaining the high-touch, independent service model that defines the firm'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, manages the operational framework for the firm's real estate advisory practice. Higbee coordinates the execution of complex strategic mandates, ensuring that real estate clients receive precise financial guidance on capital structure and asset optimization. The Director - Real Estate Strategic Advisory Chief Operating Officer oversees internal resource allocation and project management, streamlining the delivery of advisory services to boards and management teams. By integrating operational efficiency with deep industry expertise, Higbee supports the firm's ability to navigate volatile market conditions. Robert Higbee drives the development of standardized processes within the real estate group, enhancing the quality of strategic shareholder advisory. This leadership position involves close collaboration with senior bankers to ensure that all advisory engagements align with the firm's high standards for independent and innovative financial counsel.
Michael Martinez - Chief Operating Officer of Evercore ISI
Michael Martinez, the Chief Operating Officer of Evercore ISI, directs the operational activities of the firm's equity research, sales, and trading division. Martinez oversees the execution of agency trading strategies, ensuring that institutional clients receive high-quality market access and liquidity. The Chief Operating Officer of Evercore ISI manages the infrastructure supporting equity research distribution, optimizing the flow of information to investors. By streamlining operational processes within the ISI group, Martinez enhances the efficiency of trading execution and client service delivery. Michael Martinez drives the implementation of technology-driven solutions to improve market responsiveness and trade accuracy. This leadership role involves close coordination with research analysts and sales teams to ensure that the firm's equity offerings remain competitive and aligned with client needs. Through rigorous operational oversight, the executive supports the firm's goal of providing superior market insights and execution.
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, manages the operational workflows for the firm's private capital advisory services. Haber oversees the execution of complex private market transactions, ensuring that clients receive expert guidance on capital raising and secondary market strategies. The Managing Director and Chief Operating Officer of Private Capital Advisory coordinates internal project teams to deliver innovative solutions for private equity and institutional investors. By optimizing the advisory process, Haber enhances the firm's ability to navigate the intricacies of private capital markets. Micki Haber drives the development of strategic frameworks that support the growth of the private capital advisory group, ensuring alignment with the firm's broader financial objectives. This leadership role involves managing operational risks and improving service delivery to maintain the firm's reputation for excellence in private market advisory.
Morgan Green - Managing Director, Chief Operating Officer of Industrials Group
Morgan Green, the Managing Director, Chief Operating Officer of Industrials Group at Evercore, directs the operational strategy for the firm's industrial sector advisory practice. Green oversees the execution of mergers, acquisitions, and restructuring mandates for industrial clients, ensuring that all engagements meet the firm's high standards for strategic significance. The Managing Director, Chief Operating Officer of Industrials Group manages resource allocation and project timelines, facilitating the delivery of independent financial advice to management teams. By integrating deep industry knowledge with operational efficiency, Green supports the firm's ability to provide superior results in the industrial sector. Morgan Green drives the development of standardized advisory processes, enhancing the quality and consistency of client service. This leadership role involves close collaboration with senior bankers to ensure that the industrials group remains at the forefront of market trends and strategic innovation.
Santiago Garavito - Office Managing Director & Chief Operating Officer (Houston)
Santiago Garavito, the Office Managing Director & Chief Operating Officer (Houston) at Evercore, manages the firm's regional operations and strategic presence in the energy-focused market. Garavito oversees the execution of advisory mandates for clients in the region, ensuring that the firm's global expertise is effectively applied to local market challenges. The Office Managing Director & Chief Operating Officer (Houston) coordinates the activities of the Houston office, facilitating collaboration between local teams and the broader global organization. By optimizing operational workflows, Garavito supports the delivery of high-quality financial advice on mergers, acquisitions, and capital structure. Santiago Garavito drives the growth of the firm's regional footprint, ensuring that the Houston office remains a key contributor to the firm's overall success. This leadership role involves managing regional talent and maintaining strong relationships with local management teams and boards of directors.
Jeffrey Reisenberg - Global Chief Operating Officer, Technology Group
Jeffrey Reisenberg, the Global Chief Operating Officer, Technology Group at Evercore, directs the operational framework for the firm's technology-focused advisory practice. Reisenberg oversees the execution of strategic mandates for technology clients, ensuring that the firm provides innovative advice on mergers, acquisitions, and capital structure. The Global Chief Operating Officer, Technology Group manages internal project management and resource allocation, streamlining the delivery of advisory services to technology companies and investors. By integrating operational efficiency with deep sector expertise, Reisenberg supports the firm's ability to navigate the rapidly evolving technology landscape. Jeffrey Reisenberg drives the development of standardized processes within the technology group, enhancing the quality of strategic advisory. This leadership role involves close collaboration with senior bankers to ensure that all technology-related engagements align with the firm's commitment to independent and superior financial counsel.
Sandeep Saini - Chief Information Officer
Sandeep Saini, the Chief Information Officer at Evercore, architects the firm's global technology infrastructure to support secure and efficient investment banking operations. Saini manages the digital transformation of trading platforms and data analytics tools, ensuring that the firm maintains a technological edge in agency trading execution and equity research delivery. The Chief Information Officer oversees cybersecurity protocols and enterprise software systems, protecting sensitive client information while enabling seamless collaboration across international offices. By aligning technical capabilities with the strategic needs of the investment banking teams, Saini optimizes operational workflows and enhances the speed of financial reporting. Sandeep Saini drives the implementation of scalable cloud solutions, facilitating robust support for the firm's diverse advisory and wealth management services. This role requires constant innovation to meet the evolving demands of global financial markets and regulatory requirements.
Liz Lynch - Chief of Staff & Group of Human Capital Head
Liz Lynch, the Chief of Staff & Group of Human Capital Head at Evercore, manages the firm's talent acquisition, professional development, and organizational culture initiatives. Lynch oversees the recruitment of top-tier financial talent, ensuring that the firm maintains a workforce capable of delivering innovative advisory services. The Chief of Staff & Group of Human Capital Head coordinates internal communications and strategic planning, facilitating alignment between the executive leadership and the broader organization. By implementing robust human capital policies, Lynch supports the firm's commitment to excellence and professional integrity. Liz Lynch drives the development of training programs that enhance the capabilities of investment banking teams, ensuring that the firm remains a leader in the competitive financial services industry. This role involves managing the firm's human capital infrastructure to support long-term growth and operational stability across all global business units.
Explore Leadership Teams in Finance
Founded in 1935, William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. The company is headquartered in Chicago, Illinois.
Company Leadership
GB


Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.
Company Leadership JW
JW
CH
MB
Franklin Resources, Inc. is a global investment management company that provides asset management services to individual and institutional investors worldwide. Operating through subsidiaries such as Franklin Templeton, the company offers a broad range of investment solutions, including equity, fixed income, multi-asset, alternative, and balanced strategies. Founded in 1947 and headquartered in San Mateo, California, Franklin Resources serves clients across major financial markets globally.
Company Leadership
TM
GS

Actinver is a financial institution dedicated to helping clients build solid and digital financial futures. The firm combines human expertise with technological innovation to deliver comprehensive banking and investment solutions. Its services span multiple financial areas, offering personalized guidance and modern tools that adapt to evolving market conditions. By focusing on trust, transparency, and client empowerment, Actinver aims to foster long‑term financial wellbeing and support the economic growth of Mexico. The organization emphasizes a blend of traditional banking values and forward‑looking digital capabilities, ensuring that customers receive both reliable advice and cutting‑edge platforms for managing their assets. Throughout its history, the company has maintained a commitment to integrity, responsible investment practices, and a client‑centric approach that prioritizes each individual's financial goals.
Company Leadership LR
AY
ED