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.
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 client’s interests.”
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.
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