Evercore Wealth Management announced the appointment of Allan Kaplan as a managing director and wealth advisor. He is based in San Francisco and reports to Iain Silverthorne.
Kaplan joins Evercore Wealth Management from Merrill Lynch, where he served as an advisor to high net worth families and family offices, responsible for designing and implementing wealth management strategies and constructing investment portfolios. He was previously with Mainstream Investments, managing equity and debt portfolios for private investors. Prior to Mainstream, he was with Goldman Sachs, as an advisor to high net worth individuals and family offices. -Business Wire