{"schema_version":"alpha-company-profile-public-v2","slug":"evercore-inc","canonical_url":"https://registry.alpha.ac/companies/evercore-inc","published_on":"2026-09-05T21:30:55.692265+00:00","last_reviewed_on":"2026-09-05T21:30:55.692265+00:00","identity":{"legal_name":"Evercore Inc.","display_name":"Evercore Inc.","headline":"Evercore Inc. functions as an autonomous investment banking advisory firm, maintaining a substantial international presence with operations spanning the United States, Europe, and Latin America.","description":"Evercore Inc. functions as an autonomous investment banking advisory firm, maintaining a substantial international presence with operations spanning the United States, Europe, and Latin America. The company is structured into two core business units: Investment Banking and Investment Management. Its Investment Banking division provides extensive strategic guidance, covering mergers and acquisitions, corporate strategic planning, defense advisory, shareholder relations, special committee engageme","ten_second_view":"This Company Profile publishes only Alpha's canonical identity and evidence-backed public leadership records. Unavailable fields are not inferred.","legal_form":"Not publicly asserted","incorporation":"Not publicly asserted","headquarters":"US","headquarters_address":{"locality":"Not publicly asserted","region":null,"country":"US"},"operating_presence":["US"],"website":"https://www.evercore.com","cik":"0001360901","logo":"https://cdn.brandfetch.io/domain/evercore.com/theme/dark/fallback/404/type/logo?c=1idgAB6rG5KFT5I7q5w","logo_source":"brandfetch","logo_domain":"evercore.com","profile_mark":{"src":"https://cdn.brandfetch.io/domain/evercore.com/theme/dark/fallback/404/type/logo?c=1idgAB6rG5KFT5I7q5w","alt":"Evercore Inc. logo","width":256,"height":256,"source":"brandfetch"}},"entity_status":{"ownership_type":"unknown","listing_status":"listed","label":"Public listing published","explanation":"The canonical public record includes at least one active security listing.","source_id":"alpha-canonical-company-record","reviewed_on":"2026-09-05T21:30:55.692265+00:00"},"security_listings":[{"ticker":"EVR","exchange":"NYSE","exchange_display":"NYSE","mic":"XNYS","currency":"Unavailable","security_type":"equity","listing_status":"active","is_primary":true,"source_id":"alpha-canonical-company-record"}],"market_data":{"availability":"unavailable","endpoint":null,"source_label":null,"explanation":"Market data is not published in this Company Profile."},"profile_tags":["Canonical identity","Public leadership"],"trust_summary":"Canonical identity published; broader company intelligence is not asserted.","facts":[{"label":"Legal name","value":"Evercore Inc.","source_id":"alpha-canonical-company-record"},{"label":"Country","value":"US","source_id":"alpha-canonical-company-record"},{"label":"Sector","value":"Financial Services","source_id":"alpha-canonical-company-record"},{"label":"Industry","value":"Financial - Capital Markets","source_id":"alpha-canonical-company-record"},{"label":"Official website","value":"https://www.evercore.com","source_id":"alpha-company-website-provenance"}],"operating_model":{"eyebrow":"Operating record","title":"Published operating structure","units":[]},"governance":{"summary":"Only current, confirmed leadership roles with public evidence are included in the canonical projection.","boundary":"Absence of a leadership role, committee, or disclosure is not evidence that it does not exist.","disclosures":[]},"alpha_opinion":{"status":"Not published","label":"No Alpha opinion published","explanation":"This identity record is not an Alpha rating, score, or investment opinion."},"report":{"status":"Not published","label":"No governed report published","explanation":"No governed company report is attached to this profile.","href":null},"actions":[{"label":"Visit official website","href":"https://www.evercore.com","emphasis":"primary"}],"related_records":[],"evidence":[{"id":"alpha-canonical-company-record","label":"Alpha canonical company public projection","href":"/api/public/companies/evercore-inc","source_type":"canonical_identity","supports":["Company identity","Published leadership","Entity status boundary"],"status":"published","reviewed_on":"2026-09-05T21:30:55.692265+00:00"},{"id":"alpha-company-website-provenance","label":"Evercore Investment Banking team","href":"https://www.evercore.com/our-team/investment-banking/","source_type":"Issuer record","supports":["Official website"],"status":"published","reviewed_on":"2026-09-02T00:15:00Z"}],"permissions":[{"label":"Public retrieval","allowed":true},{"label":"Agent retrieval","allowed":true},{"label":"Redistribution","allowed":false},{"label":"Model training","allowed":false},{"label":"Relationship pathfinding","allowed":false},{"label":"Direct contact","allowed":false}],"limitations":["Only explicitly published canonical company identity and current confirmed public roles are included.","Absence of a board, committee, executive, listing, or claim is not evidence that it does not exist.","Public retrieval does not grant redistribution, model-training, direct-contact, or relationship-pathfinding rights.","This Company Profile is an identity and evidence record, not an Alpha rating."],"trust":{"schema_version":"alpha-profile-trust-v1","verification":{"schema_version":"alpha-verification-states-v1","state":"source_reported","identity_ownership":"unclaimed","assurance_level":null,"claim_state_counts":{"source_reported":20,"corroborated":0,"alpha_verified":0,"disputed":0,"superseded":0},"derivation":"claim_states+identity_ownership","summary":"Published claims are reported by public sources; none is Alpha verified. Profile ownership is unclaimed."},"aggregation":{"schema_version":"alpha-claim-aggregation-v1","published_claim_count":20,"under_review_claim_count":1,"owner_supplied_claim_count":0,"evidence_record_count":5,"distinct_source_count":4,"conflicts":[],"conflict_count":0,"headline_conflict_count":0,"internal_review_conflict_count":0,"contradiction_types":[],"headline_conflict_types":[],"verification":{"schema_version":"alpha-verification-states-v1","state":"source_reported","identity_ownership":"unclaimed","assurance_level":null,"claim_state_counts":{"source_reported":20,"corroborated":0,"alpha_verified":0,"disputed":0,"superseded":0},"derivation":"claim_states+identity_ownership","summary":"Published claims are reported by public sources; none is Alpha verified. Profile ownership is unclaimed."},"coverage":{"schema_version":"alpha-coverage-metric-v1","published_claims":20,"corroborated_claims":0,"sources":5,"distinct_sources":4,"role_claims":0,"last_reviewed_at":"2026-09-05T21:30:55.692265+00:00","observed_at":"2026-09-05T21:30:55.692265+00:00","freshness_days":0}},"rights":{"public_retrieval":"allowed","agent_retrieval":"allowed","redistribution":"not_granted","model_training":"not_granted","commercial_use":"not_specified","relationship_pathfinding":"not_granted","direct_contact":"not_granted"}},"projection":{"schema_version":"alpha-profile-projection-v5","entity":{"kind":"company","slug":"evercore-inc","canonical_url":"https://registry.alpha.ac/companies/evercore-inc"},"publication":{"published_at":"2026-09-05T21:30:55.692265+00:00","last_reviewed_at":"2026-09-05T21:30:55.692265+00:00","as_of":"2026-09-05T21:30:55.692265+00:00"},"representations":{"html":{"href":"https://registry.alpha.ac/companies/evercore-inc","media_type":"text/html"},"json":{"href":"https://registry.alpha.ac/api/public/companies/evercore-inc","media_type":"application/json"},"markdown":{"href":"https://registry.alpha.ac/companies/evercore-inc.md","media_type":"text/markdown"},"structured_data":{"embedded":true,"media_type":"application/ld+json"},"share_image":null},"permissions":{"public_retrieval":true,"agent_retrieval":true,"redistribution":false,"model_training":false,"relationship_pathfinding":false,"direct_contact":false}},"canonical_profile":{"schema_version":"alpha-company-profile-public-v1","slug":"evercore-inc","canonical_url":"https://registry.alpha.ac/companies/evercore-inc","as_of":"2026-09-05T21:30:55.692265+00:00","last_reviewed_at":"2026-09-05T21:30:55.692265+00:00","identity":{"legal_name":"Evercore Inc.","display_name":"Evercore Inc.","description":"Evercore Inc. functions as an autonomous investment banking advisory firm, maintaining a substantial international presence with operations spanning the United States, Europe, and Latin America. The company is structured into two core business units: Investment Banking and Investment Management. Its Investment Banking division provides extensive strategic guidance, covering mergers and acquisitions, corporate strategic planning, defense advisory, shareholder relations, special committee engageme","jurisdiction":null,"country":"US","sector":"Financial Services","industry":"Financial - Capital Markets","website":"https://www.evercore.com","website_provenance":{"website":"https://www.evercore.com","source_url":"https://www.evercore.com/our-team/investment-banking/","retrieved_at":"2026-09-02T00:15:00Z","schema_version":"alpha-website-provenance-v1","source":"official_firm_leadership_page","source_name":"Evercore Investment Banking team","excerpt":"Evercore Investment Banking team","rights":"official_website"},"logo_url":null,"logo_media":null,"status":"active","cik":"0001360901","entity_subtype":null,"legal_entity_status":null},"security_listings":[{"mic":"XNYS","ticker":"EVR","currency":null,"exchange":"NYSE","sort_key":0,"valid_to":null,"confidence":0.95,"is_primary":true,"listing_id":"256b47c6-bf64-42c5-9308-942d228b345c","source_url":"https://www.sec.gov/files/company_tickers_exchange.json","valid_from":null,"observed_at":"2026-07-11T00:28:32+00:00","source_name":"sec_company_tickers_exchange","source_tier":1,"exchange_name":"New York Stock Exchange","security_type":"equity","listing_status":"active","last_checked_at":"2026-09-02T01:48:40.989053+00:00"}],"market_data":{"availability":"unavailable","endpoint":null,"source_label":null,"explanation":"Market observations are unpublished. Listing identity remains available from the governed source set."},"index_memberships":[],"index_membership_history":[],"index_membership_contract":{"schema_version":"alpha-index-membership-public-v1","as_of_date":"2026-09-12","tracked_universe_complete":false,"permissions":{"public_retrieval":true,"agent_retrieval":false,"redistribution":false,"model_training":false},"limitations":["Only source-backed memberships with an explicit public redistribution basis are returned.","Absence from Alpha tracked indices does not establish absence from every market index.","Provider announcements and effective membership are represented as distinct states.","Alpha AI 100 is not published as a current public index membership."]},"leadership":{"board":[{"person_slug":"ellen-v-futter","display_name":"Ellen V. Futter","role_category":"director","title":"Director","committee":null,"is_board_chair":false,"is_independent":true,"start_date":"2018-01-01","end_date":null,"verification_status":"unconfirmed","confidence":0.85,"evidence":{"document_title":"Evercore Inc. DEF 14A 2025-04-29","source_url":"https://www.sec.gov/Archives/edgar/data/1360901/000119312525103976/d872176ddef14a.htm","source_type":"sec_proxy","published_at":null,"effective_date":"2025-04-29","last_checked_at":"2026-07-12T04:22:07.189599+00:00"},"headshot_url":null},{"person_slug":"gail-b-harris","display_name":"Gail B. Harris","role_category":"director","title":"Director","committee":null,"is_board_chair":false,"is_independent":true,"start_date":"2006-01-01","end_date":null,"verification_status":"unconfirmed","confidence":0.85,"evidence":{"document_title":"Evercore Inc. DEF 14A 2025-04-29","source_url":"https://www.sec.gov/Archives/edgar/data/1360901/000119312525103976/d872176ddef14a.htm","source_type":"sec_proxy","published_at":null,"effective_date":"2025-04-29","last_checked_at":"2026-07-12T04:22:07.189599+00:00"},"headshot_url":null},{"person_slug":"john-s-weinberg","display_name":"John S. Weinberg","role_category":"director","title":"Director","committee":null,"is_board_chair":false,"is_independent":false,"start_date":"2016-01-01","end_date":null,"verification_status":"unconfirmed","confidence":0.85,"evidence":{"document_title":"Evercore Inc. DEF 14A 2025-04-29","source_url":"https://www.sec.gov/Archives/edgar/data/1360901/000119312525103976/d872176ddef14a.htm","source_type":"sec_proxy","published_at":null,"effective_date":"2025-04-29","last_checked_at":"2026-07-12T04:22:07.189599+00:00"},"headshot_url":null},{"person_slug":"pamela-g-carlton","display_name":"Pamela G. Carlton","role_category":"director","title":"Director","committee":null,"is_board_chair":false,"is_independent":true,"start_date":"2019-01-01","end_date":null,"verification_status":"unconfirmed","confidence":0.85,"evidence":{"document_title":"Evercore Inc. DEF 14A 2025-04-29","source_url":"https://www.sec.gov/Archives/edgar/data/1360901/000119312525103976/d872176ddef14a.htm","source_type":"sec_proxy","published_at":null,"effective_date":"2025-04-29","last_checked_at":"2026-07-12T04:22:07.189599+00:00"},"headshot_url":null},{"person_slug":"robert-b-millard","display_name":"Robert Millard","role_category":"director","title":"Director","committee":null,"is_board_chair":false,"is_independent":true,"start_date":"2012-01-01","end_date":null,"verification_status":"unconfirmed","confidence":0.85,"evidence":{"document_title":"Evercore Inc. DEF 14A 2025-04-29","source_url":"https://www.sec.gov/Archives/edgar/data/1360901/000119312525103976/d872176ddef14a.htm","source_type":"sec_proxy","published_at":null,"effective_date":"2025-04-29","last_checked_at":"2026-07-12T04:22:07.189599+00:00"},"headshot_url":null},{"person_slug":"roger-c-altman","display_name":"Roger C. Altman","role_category":"director","title":"Director","committee":null,"is_board_chair":false,"is_independent":false,"start_date":"2006-01-01","end_date":null,"verification_status":"unconfirmed","confidence":0.85,"evidence":{"document_title":"Evercore Inc. DEF 14A 2025-04-29","source_url":"https://www.sec.gov/Archives/edgar/data/1360901/000119312525103976/d872176ddef14a.htm","source_type":"sec_proxy","published_at":null,"effective_date":"2025-04-29","last_checked_at":"2026-07-12T04:22:07.189599+00:00"},"headshot_url":null},{"person_slug":"sarah-k-williamson","display_name":"Sarah K. Williamson","role_category":"director","title":"Director","committee":null,"is_board_chair":false,"is_independent":true,"start_date":"2018-01-01","end_date":null,"verification_status":"unconfirmed","confidence":0.85,"evidence":{"document_title":"Evercore Inc. DEF 14A 2025-04-29","source_url":"https://www.sec.gov/Archives/edgar/data/1360901/000119312525103976/d872176ddef14a.htm","source_type":"sec_proxy","published_at":null,"effective_date":"2025-04-29","last_checked_at":"2026-07-12T04:22:07.189599+00:00"},"headshot_url":null},{"person_slug":"sir-simon-m-robertson","display_name":"Sir Simon M. Robertson","role_category":"director","title":"Director","committee":null,"is_board_chair":false,"is_independent":true,"start_date":"2017-01-01","end_date":null,"verification_status":"unconfirmed","confidence":0.85,"evidence":{"document_title":"Evercore Inc. DEF 14A 2025-04-29","source_url":"https://www.sec.gov/Archives/edgar/data/1360901/000119312525103976/d872176ddef14a.htm","source_type":"sec_proxy","published_at":null,"effective_date":"2025-04-29","last_checked_at":"2026-07-12T04:22:07.189599+00:00"},"headshot_url":null},{"person_slug":"willard-j-overlock-jr","display_name":"Willard J. Overlock, Jr.","role_category":"director","title":"Director","committee":null,"is_board_chair":false,"is_independent":true,"start_date":"2014-01-01","end_date":null,"verification_status":"unconfirmed","confidence":0.85,"evidence":{"document_title":"Evercore Inc. DEF 14A 2025-04-29","source_url":"https://www.sec.gov/Archives/edgar/data/1360901/000119312525103976/d872176ddef14a.htm","source_type":"sec_proxy","published_at":null,"effective_date":"2025-04-29","last_checked_at":"2026-07-12T04:22:07.189599+00:00"},"headshot_url":null}],"executives":[{"person_slug":"jason-klurfeld-evr","display_name":"Jason Klurfeld","role_category":"executive","title":"General Counsel","committee":null,"is_board_chair":false,"is_independent":null,"start_date":null,"end_date":null,"verification_status":"confirmed","confidence":0.9,"evidence":{"document_title":"Evercore official leadership roster","source_url":"https://www.evercore.com/who-we-are/leadership/","source_type":"leadership_page","published_at":null,"effective_date":null,"last_checked_at":"2026-09-02T00:15:00+00:00"},"headshot_url":null},{"person_slug":"john-weinberg-evr","display_name":"John Weinberg","role_category":"executive","title":"Chairman and CEO","committee":null,"is_board_chair":false,"is_independent":null,"start_date":null,"end_date":null,"verification_status":"confirmed","confidence":0.9,"evidence":{"document_title":"Evercore official leadership roster","source_url":"https://www.evercore.com/our-team/investment-banking/","source_type":"leadership_page","published_at":null,"effective_date":null,"last_checked_at":"2026-09-02T00:15:00+00:00"},"headshot_url":null},{"person_slug":"michael-paliotta-evr","display_name":"Michael Paliotta","role_category":"executive","title":"Chief Executive Officer of Equities","committee":null,"is_board_chair":false,"is_independent":null,"start_date":null,"end_date":null,"verification_status":"confirmed","confidence":0.9,"evidence":{"document_title":"Evercore official leadership roster","source_url":"https://www.evercore.com/who-we-are/leadership/","source_type":"leadership_page","published_at":null,"effective_date":null,"last_checked_at":"2026-09-02T00:15:00+00:00"},"headshot_url":null},{"person_slug":"tim-lalonde-evr","display_name":"Tim LaLonde","role_category":"executive","title":"Chief Financial Officer","committee":null,"is_board_chair":false,"is_independent":null,"start_date":null,"end_date":null,"verification_status":"confirmed","confidence":0.9,"evidence":{"document_title":"Evercore official leadership roster","source_url":"https://www.evercore.com/who-we-are/leadership/","source_type":"leadership_page","published_at":null,"effective_date":null,"last_checked_at":"2026-09-02T00:15:00+00:00"},"headshot_url":null}],"coverage":{"schema_version":"alpha-leadership-coverage-v1","board_roster_scope":"def_14a_current_directors","executive_roster_scope":"disclosed_officers_only","neo_set_status":"NOT_ASSERTED","board_roster_complete":false,"neo_set_complete":false,"notes":["Empty executives is NOT_ASSERTED, not a complete named-executive-officer set.","Form 4 occupancy is not a DEF 14A board.","Unconfirmed current sec_proxy DEF 14A directors may project. Confirmed is not required.","Unconfirmed current executives with first-party issuer evidence (source_url + effective date) may project.","Company-page directors do not require people.public_profile_enabled.","Completeness compares the latest first-party roster with the public projection; a source older than 180 days is STALE.","Do not remap HONA to HON 0000773840. Do not merge XOM 0000034088 with 0002115436.","Person match is projection-only. Name-only Person merges are forbidden."],"completeness":{"reasons":["NO_LEADERSHIP_SOURCE"],"board_completeness":"NOT_REVIEWED","completeness_schema":"alpha-leadership-completeness-v1","executive_team_completeness":"NOT_REVIEWED"},"parser_bleed_excluded":true,"former_titles_excluded":true,"identity_merge_forbidden":true,"form4_occupancy_is_not_board":true}},"permissions":{"classification":"open_public_projection","public_retrieval":true,"agent_retrieval":true,"redistribution":false,"model_training":false,"relationship_pathfinding":false,"direct_contact":false},"limitations":["Only explicitly published canonical company identity and current confirmed public roles are included.","Absence of a board, committee, executive, listing, or claim is not evidence that it does not exist.","Public retrieval does not grant redistribution, model-training, direct-contact, or relationship-pathfinding rights.","This Company Profile is an identity and evidence record, not an Alpha rating."],"structured_data":{"@context":["https://schema.org",{"alpha":"https://alpha.ac/ns/","indexMembership":"alpha:indexMembership","indexProvider":"alpha:indexProvider","indexMembershipStatus":"alpha:indexMembershipStatus","indexEffectiveDate":"alpha:indexEffectiveDate","indexAnnouncementDate":"alpha:indexAnnouncementDate","indexRemovalDate":"alpha:indexRemovalDate","lastVerifiedAt":"alpha:lastVerifiedAt","verificationStatus":"alpha:verificationStatus","evidence":"alpha:evidence"}],"@type":"ProfilePage","@id":"https://registry.alpha.ac/companies/evercore-inc#profile","url":"https://registry.alpha.ac/companies/evercore-inc","dateModified":"2026-09-05T21:30:55.692265+00:00","mainEntity":{"@type":"Organization","@id":"https://registry.alpha.ac/companies/evercore-inc#organization","legalName":"Evercore Inc.","name":"Evercore Inc.","description":"Evercore Inc. functions as an autonomous investment banking advisory firm, maintaining a substantial international presence with operations spanning the United States, Europe, and Latin America. The company is structured into two core business units: Investment Banking and Investment Management. Its Investment Banking division provides extensive strategic guidance, covering mergers and acquisitions, corporate strategic planning, defense advisory, shareholder relations, special committee engageme","url":"https://registry.alpha.ac/companies/evercore-inc","sameAs":["https://www.evercore.com"],"addressCountry":"US","indexMembership":[],"member":[{"@type":"OrganizationRole","roleName":"Director","startDate":"2018-01-01","member":{"@type":"Person","name":"Ellen V. Futter","url":"https://registry.alpha.ac/people/ellen-v-futter"}},{"@type":"OrganizationRole","roleName":"Director","startDate":"2006-01-01","member":{"@type":"Person","name":"Gail B. Harris","url":"https://registry.alpha.ac/people/gail-b-harris"}},{"@type":"OrganizationRole","roleName":"Director","startDate":"2016-01-01","member":{"@type":"Person","name":"John S. Weinberg","url":"https://registry.alpha.ac/people/john-s-weinberg"}},{"@type":"OrganizationRole","roleName":"Director","startDate":"2019-01-01","member":{"@type":"Person","name":"Pamela G. Carlton","url":"https://registry.alpha.ac/people/pamela-g-carlton"}},{"@type":"OrganizationRole","roleName":"Director","startDate":"2012-01-01","member":{"@type":"Person","name":"Robert Millard","url":"https://registry.alpha.ac/people/robert-b-millard"}},{"@type":"OrganizationRole","roleName":"Director","startDate":"2006-01-01","member":{"@type":"Person","name":"Roger C. Altman","url":"https://registry.alpha.ac/people/roger-c-altman"}},{"@type":"OrganizationRole","roleName":"Director","startDate":"2018-01-01","member":{"@type":"Person","name":"Sarah K. Williamson","url":"https://registry.alpha.ac/people/sarah-k-williamson"}},{"@type":"OrganizationRole","roleName":"Director","startDate":"2017-01-01","member":{"@type":"Person","name":"Sir Simon M. Robertson","url":"https://registry.alpha.ac/people/sir-simon-m-robertson"}},{"@type":"OrganizationRole","roleName":"Director","startDate":"2014-01-01","member":{"@type":"Person","name":"Willard J. Overlock, Jr.","url":"https://registry.alpha.ac/people/willard-j-overlock-jr"}},{"@type":"OrganizationRole","roleName":"General Counsel","member":{"@type":"Person","name":"Jason Klurfeld","url":"https://registry.alpha.ac/people/jason-klurfeld-evr"}},{"@type":"OrganizationRole","roleName":"Chairman and CEO","member":{"@type":"Person","name":"John Weinberg","url":"https://registry.alpha.ac/people/john-weinberg-evr"}},{"@type":"OrganizationRole","roleName":"Chief Executive Officer of Equities","member":{"@type":"Person","name":"Michael Paliotta","url":"https://registry.alpha.ac/people/michael-paliotta-evr"}},{"@type":"OrganizationRole","roleName":"Chief Financial Officer","member":{"@type":"Person","name":"Tim LaLonde","url":"https://registry.alpha.ac/people/tim-lalonde-evr"}}]},"mainEntityOfPage":"https://registry.alpha.ac/companies/evercore-inc"}},"canonical_source":"aegis_canonical"}