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Evercore ISI and the Digital Therapeutics Alliance to Host Digital Health Leaders at HLTH 2024

Evercore, the Digital Therapeutics Alliance (DTA) and HLTH, a leading platform bringing together the health ecosystem, will co-host a dedicated program on digital health and digital therapeutics at HLTH 2024 in Las Vegas, Oct. 20-23. This program marks Evercore’s sixth consecutive year hosting at HLTH and third year collaborating with thought leaders from DTA.

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Adam Frisch Joins Evercore ISI as Senior Managing Director

Evercore announced today that Adam Frisch has joined Evercore ISI as a senior managing director to lead research coverage of the financial technology and IT services sectors.

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Andrea Bozzi, Charles Andrez and Charles-Henri Filippi Join Evercore’s Paris Office

Evercore announced today that Andrea Bozzi and Charles Andrez have joined the firm as senior managing directors in its strategic advisory practice based in Paris. They are being joined by Charles-Henri Filippi, who has been appointed chairman of Evercore France. Their arrival marks the latest step in Evercore’s continuing build-out of its Investment Banking business in France.

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Evercore Reports Second Quarter 2024 Results; Quarterly Dividend of $0.80 Per Share

Second Quarter Net Revenues were $689.2 million and $695.3 million on a U.S. GAAP and an Adjusted basis, respectively, representing a record second quarter by both measures.

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Evercore Wealth Management Names Paula Stumne Managing Director, Wealth and Fiduciary Advisor

Evercore Wealth Management today announced the appointment of Paula Stumne to managing director, wealth and fiduciary advisor. Ms. Stumne is based in Minneapolis and works directly with ultra-high-net-worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.

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Evercore Hosts 3rd Annual Global Clean Energy & Transition Technologies Summit, June 11-12, 2024

Evercore will host its annual Global Clean Energy & Transition Technologies Summit at the Mandarin Oriental Hotel in New York City on June 11 and 12, 2024.

This year’s Summit will host industry experts from over 70 leading energy transition companies as well as a broad range of investment professionals. Presenting companies represent a cross-section of leaders in mobility, renewable power, distributed energy, energy storage, hydrogen, software, energy efficiency and advanced fuels and materials.

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Evercore Reports First Quarter 2024 Results; Increases Quarterly Dividend to $0.80 Per Share

First Quarter Net Revenues of $580.8 million on a U.S. GAAP basis and $587.3 million on an Adjusted basis increased 2% on both a U.S. GAAP and an Adjusted basis versus First Quarter 2023.

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Mark Lipacis Joins Evercore ISI as Senior Managing Director

Evercore announced today that Mark Lipacis has joined Evercore ISI as a senior managing director to lead research coverage of semiconductor and capital equipment companies.

Mr. Lipacis brings over 25 years of semiconductor device and semi-cap equipment investing expertise. He joined Evercore from Jefferies and has sell-side experience across Wall Street, including with Morgan Stanley, Prudential and Merrill Lynch. Mr. Lipacis ranked No. 1 in Institutional Investor’s All-America Research poll for the past two years and is well recognized for his thematic industry content, client focus and creative marketing strategies. He holds a master’s in electrical engineering from Drexel University and an MBA from University of Virginia’s Darden School of Business.

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Marcelo Pizzimbono Joins Evercore ISI as Head of Sales

Evercore announced today that Marcelo Pizzimbono has joined Evercore ISI as a senior managing director and head of sales.

Mr. Pizzimbono has more than 30 years of experience in financial services. Most recently, he was managing partner at CrossRegional Management, where he helped build one of the leading alternative private credit/direct lending companies in Latin America. Prior to that, he was a managing director and head of U.S. institutional equity franchise sales at Goldman Sachs, and a managing director and head of global prime brokerage sales and U.S. equity sales at Deutsche Bank. He also spent 10 years in equity sales at Goldman Sachs, and three working for JPMorgan in Latin American sales.

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Evercore Reports Fourth Quarter and Full Year 2023 Results; Quarterly Dividend of $0.76 Per Share

Fourth Quarter and Full Year Net Revenues were $784.2 million and $2.4 billion, respectively, on a U.S. GAAP basis and $790.3 million and $2.4 billion, respectively, on an Adjusted basis. Full Year 2023 Net Revenues decreased 12% on both a U.S. GAAP and an Adjusted basis versus 2022.

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