John Apruzzese is the Chief Investment Officer of Evercore Wealth Management, responsible for the firm’s market outlook and asset allocation policy. He has over 30 years of experience managing balanced investment portfolios for high-net-worth clients and foundations and endowments.
Prior to joining Evercore in 2008, Mr. Apruzzese was a managing director of U.S. Trust, which he joined in 1984. He was responsible for managing $2 billion of client assets, representing many of U.S. Trust’s most significant clients. He also served as the chief investment officer of U.S. Trust of New York from 2003 to 2005, and as the head of equity investments and the chair of the equity investment committee from 2005 to 2008. For 15 years, he was an active participant in the formulation of overall investment strategy and a member of the U.S. Trust Investment Strategy Committee.
Prior to attending business school, Mr. Apruzzese was on the staff of the U.S. Senate Labor and Human Resources Committee and worked on federal budget matters.
He received his B.A. from Bucknell University in 1980 and an MBA from New York University. He holds the chartered financial analyst (CFA) designation and is a former member of the board of the New York Society of Security Analysts.