March 03, 2015 6:55 AM ET

Capital Markets

Company Overview of Evercore Wealth Management, LLC

Company Overview

Evercore Wealth Management, LLC is based in the United States.

55 East 52nd Street

New York, NY 10055

United States



Key Executives for Evercore Wealth Management, LLC

Partner and Chief Executive Officer
Age: 64
Founding Partner and Fixed Income Portfolio Manager
Founding Partner and Fixed Income Portfolio Manager
Founding Partner and Fixed Income Portfolio Manager
Founding Partner and Equity Portfolio Manager
Compensation as of Fiscal Year 2014.

Evercore Wealth Management, LLC Key Developments

Evercore Wealth Management Promotes Brian Pollak from Executive to Partner

Evercore Wealth Management Llc has announced the promotion of portfolio manager, Brian Pollak, to partner. Pollak joined Evercore Wealth Management in 2009, shortly after the firm's inception, and is responsible for taxable bond investments for individual and institutional clients. He also leads the Evercore Wealth Management Manager Selection Committee, which complements the firm's core investment capabilities with allocations to third-party advisors.

Evercore Wealth Management LLC Names Stephanie Hackett as Managing Director, Portfolio Manager

Evercore Wealth Management LLC announced the appointment of Stephanie Hackett as a Managing Director and Portfolio Manager. Ms. Hackett joins Evercore Wealth Management from Brandywine Group Advisors, where she worked for eight years as an investment director. Previously, she worked for seven years at JP Morgan, where she focused on alternative asset management and private banking. Ms. Hackett reports to Jay Springer, a Partner and Portfolio Manager at Evercore Wealth Management, and is based in New York City. She is a member of the firm's Manager Selection Committee, which is responsible for the selection, due diligence and on-going monitoring of all third-party investment managers.

Evercore Wealth Management Appoints Helena Jonassen as Managing Director and Wealth Advisor

Evercore Wealth Management, LLC 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. Ms. Jonassen reports to Chris Zander, Chief Wealth Advisory Officer at Evercore Wealth Management. She is based in New York City.

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