1

New York, New York

senior managing director

10/2021

2

New York, New York

I will continue to participate in the defined contribution plan. The plan sponsor has not made any contributions since my departure from the firm.

6/2019

1

New York, New York

senior managing director

Present

2

New York, New York

For the work I performed for the firm in 2020, I will receive a discretionary cash bonus in 3/2021. I also received discretionary deferred compensation, subject to vesting requirements. The deferred compensation plan tracks the Vanguard 500 Index Fund ETF (VOO). If I stay at the firm, then over the next four years, half of my deferred compensation will vest into shares of Evercore stock and half into cash. I understand that if confirmed, I will resign from EvercoreISI and will forfeit deferred compensation that has not vested prior to my resignation date.

6/2019

4

New York, New York

I will continue to participate in the defined contribution plan. The plan sponsor will not make any contributions after my departure from the firm.

6/2019

5

New York, New York

For the work I performed for the firm in 2019, I received discretionary deferred compensation subject to vesting requirements. The deferred compensation plan tracks the Vanguard Total World Stock Index Fund ETF (VT). I will receive the first payment of my deferred compensation in 03/2021. The remainder would vest over three years and will be paid in equal cash payments. If confirmed, I will resign from EvercoreISI and will forfeit the deferred compensation that has not vested prior to my resignation date.

6/2019

1

New York, New York

Senior Managing Director