Wise Investing: How to Build a Realistic, Tax-Efficient & Sustainable Portfolio




Evercore Wealth Management, New York
Evercore Wealth Management Partners Jewelle Bickford and Martha Pomerantz will host a thoughtful discussion on building your personal portfolio to achieve your goals, for yourself and for your family. We will also discuss the current financial market environment and the outlook for the rest of 2017.
For further information on this event, please contact Jewelle Bickford at jewelle.bickford@evercore.com or 212.849.1640.