Evercore Wealth Management Names Helena Jonassen Managing Director, Wealth
NEW YORK -- July 7, 2014
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
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
Aline Sullivan, 203-918-3389
Robert B. Walsh, 212-857-3100
Chief Financial Officer
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