NEW YORK--(BUSINESS WIRE)--
Evercore Wealth Management LLC today announced the appointment of Helena
Jonassen as a Managing Director and Wealth Advisor.
Ms. Jonassen joins Evercore Wealth Management from U.S. Trust, where she
managed investment accounts as a Senior Trust and Fiduciary Officer.
Prior to joining U.S. Trust in 1997, she worked as financial planner and
portfolio manager for Train, Smith Counsel in New York. She has 30 years
of experience in wealth management.
“We are pleased to welcome Helena to our growing national practice,”
said Evercore Wealth Management Chief Executive Officer Jeff Maurer.
“She shares our values and will further strengthen our strategic wealth
planning team, delivering independent advice and solutions to serve each
Ms. Jonassen reports to Chris Zander, Chief Wealth Advisory Officer at
Evercore Wealth Management. She is based in New York City.
She is a graduate of the State University of New York at Albany and
holds the Certified Financial Planner designation.
About Evercore Wealth Management
Evercore Wealth Management, LLC, a subsidiary of Evercore, serves high
net worth individuals, families and related institutions, delivering
customized investment management, financial planning, and trust and
custody services. Evercore Wealth Management is a registered investment
advisor with offices in New York, Minneapolis, San Francisco, Los
Angeles and Tampa. The firm manages client assets totaling $5.2 billion
as of March 31, 2014. Additionally, Evercore Wealth Management offers
personal trust services to its clients through Evercore Trust Company
N.A., a national trust bank with $42.3 billion in assets under
administration as of March 31, 2014. More information about Evercore
Wealth Management and its team of advisors can be found at www.evercorewealthmanagement.com.
Evercore is a leading independent investment banking advisory firm.
Evercore’s Investment Banking business advises its clients on mergers,
acquisitions, divestitures, restructurings, financings, public
offerings, private placements and other strategic transactions and also
provides institutional investors with high quality equity research,
sales and trading execution that is free of the conflicts created by
proprietary activities. Evercore’s Investment Management business
comprises wealth management, institutional asset management and private
equity investing. Evercore serves a diverse set of clients around the
world from 21 offices in North America, Europe, South America and Asia.
More information about Evercore can be found on the Company’s website at www.evercore.com.
Kensington Private for Evercore Wealth Management
B. Walsh, 212-857-3100
Chief Financial Officer
Source: Evercore Wealth Management LLC