Evercore Wealth Management has named Helena Jonassen as new managing director and wealth advisor.
Based in New York, Jonassen will report to Chris Zander, chief wealth advisory officer at Evercore Wealth Management.
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Prior to joining Evercore, Jonassen has worked at US Trust as a senior trust and fiduciary officer, where she managed investment accounts.
Earlier to this, she worked as financial planner and portfolio manager for Train, Smith Counsel in New York. She has 30 years of expertise in wealth management.
Jeff Maurer, CEO Evercore Wealth Management, said: "She shares our values and will further strengthen our strategic wealth planning team, delivering independent advice and solutions to serve each client’s interests."
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