Evercore Management

Management criteria checks 3/4

Evercore's CEO is John Weinberg, appointed in Feb 2022, has a tenure of 2.75 years. total yearly compensation is $12.97M, comprised of 3.9% salary and 96.1% bonuses, including company stock and options. directly owns 1.43% of the company’s shares, worth €161.51M. The average tenure of the management team and the board of directors is 2.8 years and 8 years respectively.

Key information

John Weinberg

Chief executive officer

US$13.0m

Total compensation

CEO salary percentage	3.9%
CEO tenure	2.8yrs
CEO ownership	1.4%
Management average tenure	2.8yrs
Board average tenure	8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has John Weinberg's remuneration changed compared to Evercore's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	US$321m
Jun 30 2024	n/a	n/a	US$294m
Mar 31 2024	n/a	n/a	US$258m
Dec 31 2023	US$13m	US$500k	US$255m
Sep 30 2023	n/a	n/a	US$313m
Jun 30 2023	n/a	n/a	US$343m
Mar 31 2023	n/a	n/a	US$402m
Dec 31 2022	US$15m	US$500k	US$477m
Sep 30 2022	n/a	n/a	US$632m
Jun 30 2022	n/a	n/a	US$709m
Mar 31 2022	n/a	n/a	US$754m
Dec 31 2021	US$16m	US$500k	US$740m
Sep 30 2021	n/a	n/a	US$665m
Jun 30 2021	n/a	n/a	US$548m
Mar 31 2021	n/a	n/a	US$464m
Dec 31 2020	US$13m	US$500k	US$351m
Sep 30 2020	n/a	n/a	US$235m
Jun 30 2020	n/a	n/a	US$236m
Mar 31 2020	n/a	n/a	US$261m
Dec 31 2019	US$18m	US$500k	US$297m
Sep 30 2019	n/a	n/a	US$356m
Jun 30 2019	n/a	n/a	US$362m
Mar 31 2019	n/a	n/a	US$349m
Dec 31 2018	US$8m	US$500k	US$377m
Sep 30 2018	n/a	n/a	US$195m
Jun 30 2018	n/a	n/a	US$191m
Mar 31 2018	n/a	n/a	US$140m
Dec 31 2017	US$4m	US$500k	US$125m

Compensation vs Market: John's total compensation ($USD12.97M) is above average for companies of similar size in the German market ($USD4.78M).

Compensation vs Earnings: John's compensation has been consistent with company performance over the past year.

CEO

John Weinberg (67 yo)

2.8yrs

Tenure

US$12,965,491

Compensation

Mr. John S. Weinberg has been Chairman and Chief Executive Officer at Evercore Inc. (formerly known as Evercore Partners Inc.) since February 25, 2022 and was its Co-Chairman of the Board and Co-Chief Exec...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Roger Altman	Founder & Senior Chairman	18yrs	US$7.85m	0.043% € 5.2m
John Weinberg	Chairman & CEO	2.8yrs	US$12.97m	1.43% € 172.8m
Timothy LaLonde	Senior MD & CFO	1.7yrs	US$6.97m	0.062% € 7.5m
Paul Pensa	Senior MD	no data	US$5.64m	0.000040% € 4.8k
Jason Klurfeld	Senior MD	no data	US$4.51m	0.00094% € 113.6k
Edward Hyman	Founder	no data	US$4.46m	4.5% € 543.8m
Chris Turek	Senior MD	no data	no data	no data
Katy Haber	MD, Head of Investor Relations & ESG	no data	no data	no data
Jamie Easton	Senior MD	no data	no data	no data
Liz Lynch	Chief of Staff & Head of Human Capital Group	no data	no data	no data
William Hiltz	Senior Managing Director of Advisory Business	no data	US$4.06m	no data
Eduardo Mestre	Chairman of Investment Banking	no data	US$4.07m	no data

2.8yrs

Average Tenure

69.5yo

Average Age

Experienced Management: QGJ's management team is considered experienced (2.8 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Roger Altman	Founder & Senior Chairman	18yrs	US$7.85m	0.043% € 5.2m
John Weinberg	Chairman & CEO	8yrs	US$12.97m	1.43% € 172.8m
Edward Hyman	Founder	no data	US$4.46m	4.5% € 543.8m
Ralph Schlosstein	Chairman Emeritus	2.8yrs	US$7.68m	no data
Ellen Futter	Independent Director	6.6yrs	US$256.99k	0.015% € 1.8m
Willard Overlock	Independent Director	10.1yrs	US$256.99k	0.032% € 3.9m
Robert Millard	Independent Director	12.3yrs	US$286.99k	0.13% € 16.1m
Simon Robertson	Independent Director	7.6yrs	US$256.99k	0.021% € 2.6m
William Wheeler	Independent Director	9.8yrs	US$286.99k	0.029% € 3.5m
Pamela Carlton	Independent Director	5.1yrs	US$256.99k	0.0066% € 796.2k
Gail Harris	Independent Lead Director	18.3yrs	US$286.99k	0.10% € 12.3m
Sarah Williamson	Independent Director	6.6yrs	US$256.99k	0.024% € 2.9m

8.0yrs

Average Tenure

73yo

Average Age

Experienced Board: QGJ's board of directors are considered experienced (8 years average tenure).

Evercore Management

Management criteria checks 3/4

Key information

Recent management updates

Evercore Appoints Eric Neveux and Graham Nix as Senior Managing Directors in the Financial Institutions Group

Founder recently sold €28m worth of stock

Evercore Appoints Katrina Niehaus as a Senior Managing Director

Senior MD & CFO recently sold €804k worth of stock

Jeffrey Haller Joins Evercore as Senior Managing Director

Evercore Inc., Annual General Meeting, Jun 18, 2024

Recent updates

Evercore Appoints Eric Neveux and Graham Nix as Senior Managing Directors in the Financial Institutions Group

Founder recently sold €28m worth of stock

Investor sentiment improves as stock rises 23%

Third quarter dividend of US$0.80 announced

Evercore Appoints Katrina Niehaus as a Senior Managing Director

Third quarter 2024 earnings released: EPS: US$2.05 (vs US$1.38 in 3Q 2023)

New minor risk - Shareholder dilution

Evercore Inc. to Report Q3, 2024 Results on Oct 23, 2024

New minor risk - Shareholder dilution

Senior MD & CFO recently sold €804k worth of stock

Upcoming dividend of US$0.80 per share

Nile Capital Group, LLC acquired 23% stake in ABS Investment Management LLC from Evercore Inc. (NYSE:EVR).

Second quarter dividend of US$0.80 announced

Second quarter 2024 earnings released: EPS: US$1.92 (vs US$0.97 in 2Q 2023)

Evercore Inc. Declares Quarterly Dividend, Payable on September 13, 2024

New minor risk - Shareholder dilution

Evercore Inc. to Report Q2, 2024 Results on Jul 24, 2024

New minor risk - Shareholder dilution

Upcoming dividend of US$0.80 per share

Jeffrey Haller Joins Evercore as Senior Managing Director

New minor risk - Shareholder dilution

Evercore Inc., Annual General Meeting, Jun 18, 2024

First quarter dividend of US$0.80 announced

First quarter 2024 earnings released: EPS: US$2.23 (vs US$2.17 in 1Q 2023)

Evercore Inc. Declares Quarterly Dividend, Payable on June 14, 2024

Evercore Inc. to Report Q1, 2024 Results on Apr 24, 2024

Mark Lipacis Joins Evercore ISI as Senior Managing Director

Full year 2023 earnings released: EPS: US$6.71 (vs US$12.15 in FY 2022)

Upcoming dividend of US$0.76 per share at 1.6% yield

Senior MD recently sold €946k worth of stock

Fourth quarter dividend of US$0.76 announced

Full year 2023 earnings released: EPS: US$6.71 (vs US$12.15 in FY 2022)

Evercore Inc. Declares Quarterly Dividend, Payable on March 8, 2024

Evercore Inc. to Report Q4, 2023 Results on Jan 31, 2024

Neil Wolitzer Joins Evercore as Senior Managing Director in the Real Estate Investment Banking Group

Tammy Kiely Joins Evercore as Senior Managing Director

Independent Director recently sold €914k worth of stock

Evercore Appoints Stephen Withnell as Senior Advisor in the Metals, Materials & Mining EMEA Advisory Practice

Upcoming dividend of US$0.76 per share at 2.2% yield

Evercore Inc. Appoints Cory Kasimov Joins as Senior Managing Director

Evercore Inc. Announces Executive Appointments

Third quarter 2023 earnings released: EPS: US$1.38 (vs US$2.11 in 3Q 2022)

Evercore Inc. Declares Quarterly Dividend, Payable on December 8, 2023

Evercore Enhances Risk Management After Fast-Paced SaaS Implementation of Behavox Quantum for Compliance

Evercore Enhances Risk Management After Fast-Paced SaaS Implementation of Behavox Quantum for Compliance

Evercore Inc. to Report Q3, 2023 Results on Oct 25, 2023

Evercore Inc. Appoints Michael Tarulli as Senior Managing Director

Evercore Inc. Appoints Nick Pomponi as Senior Managing Director in the Technology Group

Evercore Inc. Appoints Seth Bergstein as Senior Managing Director in the Technology Group Based in New York

New minor risk - Insider selling

Upcoming dividend of US$0.76 per share at 2.3% yield

Carolyn Crooks Joins Evercore as Senior Managing Director in the Financial Sponsors Group

Evercore Declares Quarterly Dividend, Payable on September 8, 2023

Second quarter 2023 earnings released: EPS: US$0.97 (vs US$2.40 in 2Q 2022)

Evercore Inc. to Report Q2, 2023 Results on Jul 26, 2023

Evercore Inc. Appoints Binetti as Senior Managing Director At Evercore ISI

Evercore Inc. Appoints Binetti as Senior Managing Director At Evercore ISI

Insufficient new directors

Senior MD & Chief Financial Officer recently sold €255k worth of stock

Upcoming dividend of US$0.76 per share at 2.8% yield

First quarter 2023 earnings released: EPS: US$2.17 (vs US$4.03 in 1Q 2022)

Senior MD recently sold €697k worth of stock

Upcoming dividend of US$0.72 per share at 2.2% yield

Senior MD recently sold €567k worth of stock

Full year 2022 earnings released: EPS: US$12.15 (vs US$18.48 in FY 2021)

Evercore Inc. Declares Quarterly Dividend, Payable on March 10, 2023

Evercore Inc. Announces CFO Changes

Evercore Inc. to Report Q4, 2022 Final Results on Feb 01, 2023

Richard Hoyle Joins Evercore as Senior Managing Director in the Information and Media Practice