Evercore Wealth Management has 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.
Evercore Wealth Management, 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.