Roger Altman
American investment banker
Roger Charles Altman (born April 2, 1946) is an American investment banker, the founder and senior chairman of Evercore, and a former Democratic politician. He served as2
From Wikipedia’s article on Roger Altman (this version), CC BY-SA 4.0.
Born Apr 2, 1946.1
About
Assistant Secretary of the Treasury in the Carter administration from January 1977 until January 1981 and as Deputy Secretary of the Treasury in the Clinton administration from January 1993 until he resigned in August 1994, amid the Whitewater controversy.
From Wikipedia’s article on Roger Altman, shared under CC BY-SA 4.0.2
Companies
- Evercore PartnersFounder11
- Evercore PartnersChair Aug 10, 2006 to Nov 23, 201612
- Evercore PartnersChief executive officer Aug 10, 2006 to Sep 11, 201212
Holdings
Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.
Shares held
Evercore Partners EVR84,152 shares13$20.9M at $247.96Feb 19, 2026
As of each latest filing. The line shows shares held over time.
Recent filings
- Feb 19, 2026Granted 30,062 shares of Evercore Partners13
- Feb 4, 2026Shares withheld for tax 13,554 shares at $346.23 of Evercore Partners14
- Feb 20, 2025Granted 15,711 shares of Evercore Partners15
- Feb 12, 2025Gift 16,300 shares of Evercore Partners16
- Feb 4, 2025Shares withheld for tax 15,713 shares at $285.66 of Evercore Partners17
- Jul 26, 2024Gift 17,000 shares of Evercore Partners18
- Jul 25, 2024Converted 17,000 shares of Evercore Partners18
- May 16, 2024Gift 20,000 shares of Evercore Partners19
- May 15, 2024Converted 20,000 shares of Evercore Partners19
- Feb 14, 2024Granted 19,859 shares of Evercore Partners20
- Feb 8, 2024Gift 23,000 shares of Evercore Partners21
- Feb 4, 2024Shares withheld for tax 18,313 shares at $176.45 of Evercore Partners22
- Feb 14, 2023Granted 28,338 shares of Evercore Partners23
- Feb 8, 2023Gift 20,000 shares of Evercore Partners24
- Feb 4, 2023Shares withheld for tax 22,946 shares at $131.90 of Evercore Partners25
- Dec 15, 2022Gift 1 shares of Evercore Partners26
- Sep 13, 2022Gift 20,000 shares of Evercore Partners27
- Feb 15, 2022Granted 37,048 shares of Evercore Partners28
- Feb 4, 2022Shares withheld for tax 22,490 shares at $129.78 of Evercore Partners29
- Jul 30, 2021Gift 12,000 shares of Evercore Partners30
- Mar 9, 2021Gift 15,000 shares of Evercore Partners30
- Feb 25, 2021Gift 2,450 shares of Evercore Partners30
- Feb 17, 2021Gift 860 shares of Evercore Partners30
- Feb 17, 2021Gift 1,700 shares of Evercore Partners30
Early life and education
- Date not recordedGeorgetown University3
- Date not recordedUniversity of Chicago3
- Date not recordedBooth School of Business3
- Date not recordedRoxbury Latin School3
Altman was born in Brookline, Massachusetts, and was raised in Boston as a Catholic. His father, a food broker, died when he was 10 years old, and his mother, a librarian, raised Altman and his brother as a single mother. He attended the Roxbury Latin School.
He attended Georgetown University, where he met future President Bill Clinton, and earned a Bachelor of Arts degree in 1967. In 1969 he earned an MBA from the University of Chicago Booth School of Business, but took time off in 1968 to work in Indiana organizing volunteers for Robert F. Kennedy's presidential campaign.
From Wikipedia’s article on Roger Altman (this version), CC BY-SA 4.0.
Career
Occupation: banker.7
- 1993 to 1994United States Deputy Secretary of the Treasury6
- Date not recordedFounded Evercore Partners4
- Date not recordedBoard member, Hamilton Project5
Early career
After graduating from business school in 1969, Altman began working at Lehman Brothers, where he grew close to chairman Peter G. Peterson. In 1974, he was made general partner at the age of 28—the youngest in Lehman's history. He left Lehman in 1977 to serve as Assistant Secretary for Domestic Finance in the U.S. Treasury from 1977 to 1981 under President Jimmy Carter, for whom he had fundraised when Carter was Governor of Georgia, and campaigned for in 1976, as well as working on his transition team. As Assistant Secretary, Altman played a "role in negotiating the Federal Government's $1.5 billion bailout of the Chrysler Corporation."
In 1981, he returned to Lehman Brothers, where he became the co-head of investment banking and served on the board of the company and the management committee. During the 1980s, he was a lecturer and adjunct professor at the Yale University School of Management. In 1987, Altman joined the Blackstone Group as vice-chairman and head of its mergers and acquisitions advisory business. During the Reagan-Bush years, he fundraised for Democratic politicians such as Vice President Walter F. Mondale, Massachusetts governor Michael S. Dukakis, and Arkansas governor Bill Clinton. He also advised two New York City mayors, Ed Koch and David N. Dinkins.
Clinton administration
When Bill Clinton was elected in 1992, he urged U.S. treasury secretary Lloyd Bentsen to take Altman on as his deputy secretary. He was confirmed in January 1993. Once on the job, Altman was viewed as "the favorite to succeed the 73-year-old Treasury Secretary," and he played a large role in some of the Clinton administration's biggest legislative victories, such as the passage of the Omnibus Budget Reconciliation Act of 1993 and the "approval of the North American Free Trade Agreement." He was associated with the moderate economic policies of the Clinton administration" and had a reputation as a "deficit hawk."
However, he resigned in 1994, after it was revealed that Altman had notified the Clinton White House of the criminal referrals made by the Resolution Trust Corporation. After nearly 15 hours of testimony in February 1993 before the House and Senate Banking Committees, he submitted his resignation in August 1994, saying that he hoped his resignation would "help to diminish the controversy." He was succeeded by Frank N. Newman, who was the Under Secretary for Domestic Finance at the time.
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Return to private sector
In 1995, instead of returning to Blackstone, he co-founded Evercore, an "independent investment banking advisory firm" in New York City, and currently serves as its chairman. By 2014, Evercore was "a major player," and its investment management arm had more than $14 billion in assets under management, with its investment banking advisory arm boasting $1.5 trillion in "announced transactions." Evercore advised General Motors through its bankruptcy, and was paid $46 million by GM pre-bankruptcy. However, when it asked for a $17.9 million "success fee," a U.S. bankruptcy trustee called the fees "staggering," "inordinately large," and "clearly [exceeding] the bounds of reasonableness" given that "Evercore had no success at finding a purchaser or funder for the Debtors."
Politically, Altman continued to stay in the loop. He advised two presidential candidates—John Kerry in 2004, and Hillary Clinton in 2008. In 2010, President Barack Obama interviewed him as a potential candidate to replace Larry Summers as his National Economic Council director, a job that ultimately went to Gene Sperling.
From Wikipedia’s article on Roger Altman (this version), CC BY-SA 4.0.
Personal life
- BornApr 2, 1946, Brookline8
- CitizenshipUnited States9
- SpouseJūratė Kristina Kazickas-Altman married 198110
His first marriage to Barbara ended in divorce, and he remarried at age 35 to journalist Jurate Kazickas in 1981. The Rev. James N. English of Holy Trinity Roman Catholic Church in Washington, D.C. performed the marriage ceremony at the San Luis Rey Chapel at Cat Cay in the Bahamas. They have three children. In 1992, he collapsed while jogging in Central Park due to an irregular heartbeat. His hobbies include jogging, skiing, fly-fishing, and tennis.
From Wikipedia’s article on Roger Altman (this version), CC BY-SA 4.0.
Links
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1WikidataRoger Altman on Wikidata
- 2WikipediaRoger Altman on Wikipedia
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- 11WikidataEvercore Partners, Founder
- 12SEC EDGAREvercore Partners, Chair
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- 14SEC EDGARForm 4 filed Feb 6, 2026
- 15SEC EDGARForm 4 filed Feb 24, 2025
- 16SEC EDGARForm 4 filed Feb 14, 2025
- 17SEC EDGARForm 4 filed Feb 6, 2025
- 18SEC EDGARForm 4 filed Jul 29, 2024
- 19SEC EDGARForm 4 filed May 17, 2024
- 20SEC EDGARForm 4 filed Feb 16, 2024
- 21SEC EDGARForm 4 filed Feb 12, 2024
- 22SEC EDGARForm 4 filed Feb 6, 2024
- 23SEC EDGARForm 4 filed Feb 15, 2023
- 24SEC EDGARForm 5 filed Feb 6, 2024
- 25SEC EDGARForm 4 filed Feb 7, 2023
- 26SEC EDGARForm 4 filed Dec 16, 2022
- 27SEC EDGARForm 5 filed Jan 27, 2023
- 28SEC EDGARForm 4 filed Feb 17, 2022
- 29SEC EDGARForm 4 filed Feb 8, 2022
- 30SEC EDGARForm 5 filed Feb 3, 2022