Evercore Executive and Leadership Team

Christopher Zander, the Partner, President & Chief Executive Officer (Wealth Management) at Evercore, directs the strategic growth and operational success of the wealth management division. Zander architects the firm's approach to serving high-net-worth individuals, focusing on delivering independent, innovative financial advice. The Partner, President & Chief Executive Officer (Wealth Management) oversees the expansion of investment services, ensuring that the firm remains a leader in the wealth management space. By fostering a culture of client-centric service, Zander ensures that every wealth management strategy aligns with the unique needs of the firm's clients. This leadership role involves collaborating with the broader executive team to integrate wealth management with the firm's investment banking capabilities. Christopher Zander drives the firm's commitment to excellence, ensuring that every investment decision reflects the highest standards of integrity. Zander maintains a focus on long-term value creation, positioning the firm for sustained growth in the global wealth management market.

Allison Hawkins, the Vice President, Chief Operating Officer at Evercore, directs the firm's internal operations and administrative functions. Hawkins architects efficient workflows that support the firm's investment banking and advisory activities. The Vice President, Chief Operating Officer oversees resource allocation, ensuring that teams have the necessary tools and support to deliver superior results for clients. By streamlining operational processes, the leader enhances the firm's ability to execute complex transactions with precision and speed. This leadership role involves collaborating with department heads to optimize performance and drive operational excellence across the organization. Allison Hawkins drives the firm's commitment to efficiency, ensuring that every operational decision supports the firm's strategic goals. Through rigorous management of internal systems, the leader ensures that the firm maintains its competitive edge in the financial services industry. Hawkins maintains a focus on building a robust operational foundation that enables the firm to consistently deliver high-quality advice and service to its clients.

Morgan Green, the Managing Director, Chief Operating Officer of Industrials Group at Evercore, directs the operational strategy for the firm's industrial sector practice. Green architects the group's business development and project management processes, ensuring that industrial clients receive tailored, high-impact advice. The Managing Director, Chief Operating Officer of Industrials Group oversees the allocation of resources to support complex merger and acquisition mandates within the industrial space. By optimizing the group's internal processes, the leader enhances the efficiency of deal execution and client service delivery. This leadership role involves collaborating with senior bankers to align the group's activities with the firm's broader strategic objectives. Morgan Green drives the firm's commitment to industry-specific expertise, ensuring that every engagement reflects deep market knowledge. Through strategic planning and operational oversight, the leader positions the Industrials Group for sustained growth and market leadership. Green maintains a focus on delivering exceptional results, ensuring that the firm remains the advisor of choice for industrial clients.

Sandeep Saini, the Chief Information Officer at Evercore, directs the firm's global technology infrastructure and digital transformation strategy. Saini architects secure, scalable cloud environments that support the firm's investment banking and wealth management operations. The Chief Information Officer oversees cybersecurity protocols, ensuring the protection of sensitive client data and intellectual property. By implementing advanced data analytics tools, Saini enables the firm to process complex financial information with greater speed and accuracy. This leadership role involves collaborating with C-suite peers to align technology investments with business growth objectives. Sandeep Saini drives the firm's innovation agenda, exploring emerging technologies that enhance operational efficiency and client service delivery. Through rigorous management of IT systems, the Chief Information Officer ensures seamless connectivity across global offices. Saini maintains a focus on building a resilient technology foundation that supports the firm's reputation for excellence and reliability in the competitive financial services sector.

Liz Lynch, the Chief of Staff & Group of Human Capital Head at Evercore, directs the firm's talent acquisition, development, and retention strategies. Lynch architects comprehensive human capital programs that foster a culture of excellence and professional growth. The Chief of Staff & Group of Human Capital Head oversees organizational design, ensuring that the firm's structure supports its strategic objectives. By implementing robust performance management systems, the leader ensures that the firm attracts and retains top-tier talent in the competitive investment banking industry. This leadership role involves coordinating with the executive team to align human capital initiatives with the firm's overall mission. Liz Lynch drives the firm's commitment to diversity and inclusion, creating an environment where diverse perspectives contribute to superior client outcomes. Through strategic workforce planning, the leader ensures that the firm remains agile and prepared for future growth. Lynch maintains a focus on building a high-performing organization that consistently delivers exceptional value to clients.

Francis Stapleton, the Managing Director at Evercore, directs complex financial advisory engagements for global corporate clients. Stapleton architects sophisticated merger and acquisition strategies, ensuring alignment with long-term shareholder value. By analyzing market trends and capital structure requirements, the Managing Director facilitates high-stakes negotiations for boards of directors. This leadership role involves coordinating cross-functional teams to execute divestitures and strategic partnerships across North American markets. Francis Stapleton maintains rigorous standards for financial modeling and valuation, providing clients with actionable insights during volatile economic cycles. Through consistent engagement with management teams, the Managing Director secures optimal outcomes for diverse industrial portfolios. Stapleton drives the firm's commitment to independent advice, ensuring every transaction reflects the highest level of professional integrity and analytical precision required in modern investment banking.

Uttara Marti, the Managing Director at Evercore, oversees strategic shareholder advisory services for large-cap entities. Marti designs comprehensive defense strategies against activist investors, protecting corporate governance structures. The Managing Director evaluates capital allocation policies, ensuring alignment with institutional investor expectations. By leveraging deep industry expertise, Marti provides critical guidance on corporate restructurings and balance sheet optimization. This leadership role requires constant collaboration with legal and financial advisors to navigate complex regulatory environments. Uttara Marti drives the firm's expansion into emerging market sectors, identifying growth opportunities for clients seeking to enhance market position. Through meticulous analysis of equity research and trading data, the Managing Director delivers tailored solutions that address specific financial challenges. Marti maintains a focus on long-term value creation, ensuring that every strategic recommendation supports the overarching goals of the client's board and executive leadership.

Kamika Jha, the Managing Director at Evercore, manages private capital raising initiatives for high-growth technology and healthcare firms. Jha architects bespoke financing structures, connecting clients with institutional investors to fuel innovation and scale operations. The Managing Director evaluates market conditions to determine optimal timing for capital deployment, ensuring maximum valuation for stakeholders. By overseeing the entire lifecycle of private placements, Jha facilitates seamless execution from initial outreach to final closing. This leadership role involves building strong relationships with private equity partners and venture capital firms to expand the company's reach. Kamika Jha drives the firm's efforts in delivering equity research insights that inform investment decisions. Through rigorous due diligence and strategic positioning, the Managing Director secures the necessary funding to support client growth objectives. Jha maintains a focus on operational excellence, ensuring that every capital raise aligns with the firm's reputation for independent, high-quality advice.

Faith Serrano-Pierre, the Managing Director at Evercore, leads equity sales and agency trading execution for institutional clients. Serrano-Pierre directs the distribution of proprietary research, ensuring that investors receive timely and accurate market intelligence. The Managing Director optimizes trading workflows to minimize market impact and maximize execution efficiency for large-scale transactions. By fostering relationships with major asset managers, the Managing Director expands the firm's footprint in global equity markets. This leadership role involves coordinating with research analysts to translate complex financial data into actionable investment strategies. Faith Serrano-Pierre drives the firm's commitment to transparency and best-in-class service, ensuring that every trade reflects the highest standards of agency execution. Through constant monitoring of market liquidity and volatility, the Managing Director provides clients with the stability needed to navigate turbulent financial environments. Serrano-Pierre maintains a focus on delivering superior results through innovative trading solutions and deep market expertise.

Heather Sahrbeck, the Managing Director at Evercore, oversees wealth and investment management services for high-net-worth individuals and family offices. Sahrbeck architects personalized investment portfolios, focusing on long-term capital preservation and growth. The Managing Director evaluates asset allocation strategies, ensuring alignment with the unique financial goals and risk profiles of each client. By integrating tax-efficient planning and estate management, the Managing Director provides holistic financial guidance. This leadership role involves collaborating with internal specialists to deliver comprehensive wealth solutions that address complex financial needs. Heather Sahrbeck drives the firm's commitment to independent advice, ensuring that every investment decision remains free from conflicts of interest. Through proactive communication and market analysis, the Managing Director builds enduring relationships with clients. Sahrbeck maintains a focus on delivering exceptional service, ensuring that every wealth management strategy supports the client's legacy and financial security in an ever-changing global economy.