Evercore Inc., a leading independent investment banking advisory firm, has appointed Scott Silverglate from SVB Securities as a technology banker. Silverglate brings with him over 20 years of experience in the financial services industry.Prior to joining SVB Securities, Silverglate was a managing director at Goldman Sachs Group Inc/The, where he advised on a variety of technology-related transactions. He was also instrumental in the development of the firms technology investment banking practice.The addition of Silverglate to Evercores team is part of the firms strategy to expand its technology banking capabilities. With his extensive background in the industry, Silverglate is expected to play a key role in helping the firm serve its

<div>Evercore Inc., a leading independent investment banking advisory firm, has appointed Scott Silverglate from SVB Securities as a technology banker. Silverglate brings with him over 20 years of experience in the financial services industry. Prior to joining SVB Securities, Silverglate was a managing director at Goldman Sachs Group Inc/The, where he advised on a variety of technology-related transactions. He was also instrumental in the development of the firms technology investment banking practice. The addition of Silverglate to Evercores team is part of the firms strategy to expand its technology banking capabilities. With his extensive background in the industry, Silverglate is expected to play a key role in helping the firm serve its clients in the technology sector.</div>

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Evercore Hires Former Goldman Tech Banker After SVB Stint

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Evercore | Scott Silverglate | Senior Managing Director | Americas

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. Ms. Stumne joins Evercore from Bremer Bank, where she was a senior wealth advisor to ultra-high-net-worth families. Earlier, she worked for Wells Fargo for 17 years, focusing on estate and financial planning, trust and estate administration, and philanthropic planning. She also was an estate planning attorney at Briggs and Morgan, now Taft Law. "We are pleased to welcome Paula to our national team," said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company N.A. "Her 25 years of wealth planning and trust and fiduciary experience will make her a strong contributor to the continued growth of our firm in the Midwest." Ms. Stumne earned a B.S.B. degree in accounting from the University of Minnesotas Carlson School of Management and her J.D. and LL.M. in taxation at the Mitchell Hamline School of Law. About Evercore Evercore  is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic and financial significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings and capital structure. Evercore also assists clients in raising public and private capital, delivers equity research and equity sales and agency trading execution, and provides wealth and investment management services to high-net-worth and institutional investors. Founded in 1995, the firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in the Americas, Europe, the Middle East and Asia. For more information, please visit www.evercore.com. About Evercore Wealth Management Evercore Wealth Management LLC, a subsidiary of Evercore Inc., serves high-net-worth families, foundations, and endowments across the United States, delivering customized strategic wealth planning, investment management, and trust and custody services. The firm manages $13 billion in client assets as of March 31, 2024. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company N.A., a national trust bank regulated by the Office of the Comptroller of the Currency. More information about planning, investing and personal fiduciary services at Evercore Wealth Management and Evercore Trust Company N.A. can be found at www.evercorewealthandtrust.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20240617832499/en/

Evercore Wealth Management Appoints Paula Stumne as Managing Director, Wealth and Fiduciary Advisor

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- Paula is currently a Wealth and Fiduciary Advisor at Evercore Wealth Management, LLC since June 2024.
- Previously, she served as a Senior Wealth Advisor at Bremer Bank from September 2022 to May 2024.
- Prior to that, she was a Senior Vice President - Trust at Security Bank and Trust Company from February 2019 to September 2022.
- Paula was an Estate Planning Attorney, Shareholder at Briggs and Morgan, P.A for 4 years and 4 months from October 2014 to January 2019.
- She also worked as a Sr. Estate Settlement Specialist at Wells Fargo for High Networth Individuals from November 2012 to October 2014.
- Her experience includes roles such as Client Advisor at Waycrosse, Inc from August 2008 to November 2012 and Vice President at Wells Fargo from July 1993 to August 2008.
- In 1992-1993, she was an Auditor at EY.
- Education: Mitchell Hamline School of Law - Juris Doctor, LLM (Taxation), Tax (1995-1999) and University of Minnesota - Carlson School of Management - BSB Accounting, Accounting.

Evercore announced today (NYSE: EVR) that Jeffrey Haller has joined the firm as a senior managing director in the financial institutions group based in New York.
Jason Sobol, co-head of U.S. Investment Banking, said, "Jeff has built a strong reputation as a leading advisor in the financial institutions sector, particularly to wealth and asset management firms. We are looking forward to welcoming him to the team to help drive the expansion of our financial institutions effort." Mr. Haller added, "Evercores distinct combination of independent, world-class advice and multiple client solutions make us uniquely positioned to meet our wealth and asset management clients needs as they grow and evolve in a changing industry. I am excited to join this talented group of professionals to advise clients and partner with the Evercore team to grow our financial institutions coverage." Mr. Haller has more than 20 years of experience working with financial institutions clients. Prior to joining Evercore, Mr. Haller was a managing director in the financial institutions investment banking group at Goldman Sachs, where he helped lead coverage of the wealth and traditional asset management sectors. Prior to joining Goldman Sachs in 2017, Mr. Haller was at RBC Capital Markets in New York and focused on building out investment banking coverage of the U.S. asset management sector. He also previously worked at Citigroup and Lehman Brothers. Mr. Haller holds a B.S. in finance from Indiana Universitys Kelley School of Business. About Evercore Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic and financial significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings and capital structure. Evercore also assists clients in raising public and private capital, delivers equity research and equity sales and agency trading execution, and provides wealth and investment management services to high-net-worth and institutional investors. Founded in 1995, the firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in the Americas, Europe, the Middle East and Asia. For more information, please visit www.evercore.com.

Evercore Adds Jeffrey Haller as Senior Managing Director in NYC

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- Managing Director at Goldman Sachs since January 2020, previously Vice President since July 2017.
- Vice President at RBC Capital Markets from August 2012 to July 2017, starting as Vice President at Goldman Sachs in July 2017.
- Vice President in Investment Banking at Citi from July 2010 to August 2012.
- Founder at TI Capital from January 2008 to June 2010.
- Associate at Infinity Point LLC from 2006 to 2007.
- Analyst/Associate at Lehman Brothers from 2004 to 2007.
- BS in Finance from Indiana University - Kelley School of Business, 2000-2004.
- Catholic Central HS.

Evercore | Scott Silverglate | Senior Managing Director | Americas

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