Evercore Wealth Management names MD and wealth advisor

Evercore Wealth Management, a subsidiary of Evercore, has hired Helena Jonassen as a managing director and wealth advisor. Previously, Jonassen worked at U.S. Trust where she served as a senior trust and fiduciary officer. Evercore Wealth Management serves high-net worth individuals, families and related institutions.

Evercore Inks Buy of Mt. Eden Investment Advisors

Evercore Wealth Management, a unit of Evercore Partners, said Wednesday that it has agreed to buy Mt. Eden Investment Advisors. Financial terms were not announced. San Francisco-based Mt. Eden is a wealth management firm with $645 million in client assets as of Sept. 30. The firm also named three new partners: Keith Williams, Mt. Eden’s founder, CEO and chief investment officer; Tim Barrett, a Mt. Eden founding principal; and Michael O’Brien, a Mt. Eden senior portfolio manager. The sale to Evercore is expected to close in fourth quarter.

PEHUB Community

Join the 12506 members of peHUB to make connections, share your opinion, and follow your favorite authors.

Join the Community

Look Who’s Tweeting

PE HUB News Briefs

RSS Feed Widget

VCJ Headlines (subscribers only)

RSS Feed Widget

Buyouts Headlines (subscribers only)

RSS Feed Widget

Reuters VC and PE feed

RSS Feed Widget