Martha Pomerantz Email & Phone Number

Greater Minneapolis-St. Paul Area

Manager of the Minneapolis Office. Partner and Portfolio Manager. Work directly with clients advising them on their portfolio strategy. Member of the firm's Strategic Planning Committee and the Asset Allocation Committee.Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high-net-worth individuals, foundations, and endowments, providing a more personal and modern alternative to the big banks, brokerages, and trust companies. Founded by Evercore and former U.S. Trust CEO Jeff Maurer in 2008 to set the new standard in our business, our firm now ranks among the leading wealth management companies in the United States. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company N.A., a national trust bank.Clients at our firm work directly with a dedicated team of independent thinkers, managing complex wealth and focused on delivering meaningful results. Our Partners and other senior planning, investment, and fiduciary professionals are among the most experienced in their fields. Many of us have worked together for years and all are committed to our culture of institutional and individual integrity.Our mission is to meet our clients’ financial goals, and to earn and sustain their trust.Learn more at www.evercorewealthmanagement.com.

Greater Minneapolis-St. Paul Area

Co-chaired firm's Investment Committee. Managed approximately $325 million for 25 families. Authored Investments: The View from Lowry Hill, the firm's quarterly economic newsletter. Served as a media spokesperson for the firm.

New York, Ny

I was a retail analyst with a specialty in warehouse clubs, off-price retailers and department stores. I was fortunate to spend several years in a one-on-one boot camp with the Director of Research, studying the retail industry. As part of that training, I spent time interviewing the retired CEOs of publicly owned retailers to understand the retail industry. I worked in some of the stores I covered. The goal was to find creative and differentiated ways to analyze the industry. My work here established a broad analytical framework that has helped my on-going investment analysis.

Chicago, Illinois

I was hired in a fast-track management training program that gave me broad exposure to various aspects of the telecommunications business. I interacted with senior management by writing testimony for rate cases and eventually analyzed merger and acquisition targets.

Mba, Finance

Ba, English

Education record