Marchesani, Weisser join Evercore Wealth Management

By Luisa Beltran — 9 months ago

Evercore Wealth Management LLC said Tuesday it added two Wealth Advisors, Darlene Marchesani and Kirsten Weisser. Marchesani joins the firm as a Managing Director and Wealth Advisor from Wilmington Trust Company. Weisser joins Evercore Wealth Management as a Managing Director and Wealth Advisor from Mechanics Bank.


Evercore Wealth Management names MD and wealth advisor

By Iris Dorbian — 2 years ago

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

By Luisa Beltran — 3 years ago

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.