Robert Walsh
Director of Finance/CFO at Evercore Capital Partners
Net worth: 231 108 $ as of 2024-03-30
Profile
Mr. Robert B. Walsh, CPA, is Chief Financial Officer & Senior Managing Director at Evercore Capital Partners, Chief Financial Officer & Senior MD at Evercore, Inc., a Member at Securities Industry & Financial Markets Association, Inc. and a Member at The American Institute of Certified Public Accountants. He is on the Board of Directors at IFA Insurance Co., New York Cares, Inc. and Oak Knoll School of The Holy Child. Mr. Walsh was previously employed as Senior Partner by Deloitte & Touche LLP. He also served on the board at Evercore Trust Company, NA. He received his undergraduate degree from Villanova University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
Evercore LP
0.05% | 2017-12-20 | 1,200 ( 0.05% ) | 231 108 $ | 2024-03-30 |
Robert Walsh active positions
| Companies | Position | Start |
|---|---|---|
Evercore Capital Partners
 Evercore Capital Partners Investment ManagersFinance Evercore Capital Partners (Evercore Capital) is a private equity subsidiary of Evercore Group LLC founded in 1996 by Roger C. Altman. The firm is headquartered in New York. | Director of Finance/CFO | 2007-06-05 |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Corporate Officer/Principal | - |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Corporate Officer/Principal | - |
New York Cares, Inc.
 New York Cares, Inc. Miscellaneous Commercial ServicesCommercial Services New York Cares, Inc. provides volunteerism services. It provides program that helps people with limited education, poor nutrition, low literacy, unemployment, and lack of basic needs. The company was founded in 1987 and is headquartered in New York, NY. | Director/Board Member | - |
IFA Insurance Co.
 IFA Insurance Co. Property/Casualty InsuranceFinance Part of Independent Financial Agents, Inc., IFA Insurance Co. is a property and casualty insurance company. The private company is based in Clark, NJ. | Director/Board Member | - |
| Oak Knoll School of The Holy Child | Director/Board Member | - |
Evercore Holdings Ltd.
 Evercore Holdings Ltd. Financial ConglomeratesFinance Part of Evercore, Inc., Evercore Holdings Ltd. functions as an investment holding British company. The private company is based in London, UK. | Director/Board Member | - |
Evercore Partners Ltd.
 Evercore Partners Ltd. Investment ManagersFinance Evercore Partners Ltd. operated as a investment company. The company was headquartered in London, the United Kingdom. | Director/Board Member | 2011-08-18 |
Former positions of Robert Walsh
| Companies | Position | End |
|---|---|---|
| EVERCORE INC. | Director of Finance/CFO | 2021-07-31 |
| ░░░░░░░░ ░░░░░ ░░░ ░░ ░░░░░ ░░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
| ░░░░░░░░ ░░░░░ ░░░░░░ ░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Training of Robert Walsh
| Villanova University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| EVERCORE INC. | Finance |
| Private companies | 10 |
|---|---|
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Commercial Services |
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Commercial Services |
IFA Insurance Co.
IFA Insurance Co. Property/Casualty InsuranceFinance Part of Independent Financial Agents, Inc., IFA Insurance Co. is a property and casualty insurance company. The private company is based in Clark, NJ. | Finance |
New York Cares, Inc.
New York Cares, Inc. Miscellaneous Commercial ServicesCommercial Services New York Cares, Inc. provides volunteerism services. It provides program that helps people with limited education, poor nutrition, low literacy, unemployment, and lack of basic needs. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
Evercore Partners Ltd.
Evercore Partners Ltd. Investment ManagersFinance Evercore Partners Ltd. operated as a investment company. The company was headquartered in London, the United Kingdom. | Finance |
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Finance |
Evercore Capital Partners
Evercore Capital Partners Investment ManagersFinance Evercore Capital Partners (Evercore Capital) is a private equity subsidiary of Evercore Group LLC founded in 1996 by Roger C. Altman. The firm is headquartered in New York. | Finance |
| Oak Knoll School of The Holy Child | |
Evercore Holdings Ltd.
Evercore Holdings Ltd. Financial ConglomeratesFinance Part of Evercore, Inc., Evercore Holdings Ltd. functions as an investment holding British company. The private company is based in London, UK. | Finance |
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