Case Study:

Operationalizing Brand Consistency and Growth at Evercore Wealth Management

A wooden staircase with a smooth, curved design, viewed from below, showing the spiral pattern of the steps and central opening.

Evercore Wealth Management provides integrated wealth management, global portfolio management, comprehensive fiduciary services and family office solutions for high-net-worth individuals and families.

Interior view of a Victorian-style glass and wood ceiling with intricate wooden framing and large glass panels.
A person standing at a subway station as a train speeds by, creating a motion blur effect in the image.

The Challenge

In a highly competitive financial sector, Evercore Wealth Management needed to elevate its market presence and ensure its brand identity, communicated across various digital and print channels, was consistent, compelling and distinctive. The firm recognized the need to move beyond isolated marketing efforts and operationalize a growing portfolio of social media, thought leadership and collateral development to build trust and differentiate from competitors.

The Solution

Evercore Wealth Management engaged Janese Dorilas to lead Brand Marketing and Creative Operations, building on her prior work with the firm at IridiumGroup, the agency behind its visual identity refresh, website redesign, and transformation of the firm’s thought leadership journal, Independent Thinking. Leveraging her deep institutional knowledge, Janese served as the central hub for all brand marketing initiatives—first establishing brand consistency, then operationalizing a robust multi-channel program across print, digital and events.

Brand & Creative Direction

Owned all visual assets, including the website, social media, decks, advertising and the firm's Independent Thinking publication.

  • Directed photography and visual research to ensure all creative approaches remained on-brand and compelling.

  • Led the conceptual thinking required to diversify and refresh the brand's visual expression.

  • Developed comprehensive style guidelines to govern logo use, color palettes and typography across all assets.

Project Management & Workflow Streamlining

Introduced efficiency and commercial rigor to content production by managing the end-to-end workflow.

  • Established clear timelines, processes and prioritization for all deliverables.

  • Managed cross-functional workflows connecting outsourced partners, internal authors and compliance teams.

  • Developed internal training tools to ensure the seamless implementation of brand assets firm-wide.

Magazine cover featuring a heron standing in water with a sunset sky background, titled 'Independent Thinking,' Fall 2018, from Evercore Wealth Management.
Cover of a magazine titled 'Independent Thinking' with a bee flying near orange plant stamens against a black background.
Cover of a magazine titled 'Independent Thinking' with a blue floral background featuring white flowers with yellow centers. The magazine includes headlines about investment diversification, credit history, U.S. transit systems, and estate planning.
Cover of a magazine titled 'Independent Thinking' with water droplets on a dark blue umbrella and a grey sky in the background.

Key Impact & Results

    • Established a social media publishing cadence that drove a 300% increase in user engagement.

    • Planned, led and executed over 40 publications, driving a 26% increase in web traffic.

    • Unified the visual voice across all touchpoints to build trust and strengthen the firm's market identity.

    • Streamlined project initiation, vendor management and compliance coordination to drastically reduce friction in the marketing pipeline.

    • The groundwork was laid for a formalized brand marketing program, guided by a strategic and tactical planning expertise.

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