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Jonathan Laurence Bergner
Portefeuillebeheerder-Aandelen bij Evercore Wealth Management LLC
Profiel
Mr. Jonathan L.
Bergner, CFA, is a Partner & Portfolio Manager at Evercore Wealth Management LLC.
He is managing assets for families, endowments, and foundations.
Prior to joining Evercore Wealth Management in April 2012, Mr. Bergner worked at U.S.
Trust, where he had led a team of portfolio managers and was responsible for managing the assets of high-net-worth individuals and family foundations.
Prior to joining U.S.
Trust in 2000, he directed investments at Ader Associates, a New York-based financial planning firm.
Mr. Bergner has a B.S.
from Hobart College and holds the Chartered Financial Analyst and Certified Financial Planner designations.
He is a member of the editorial review board of the Journal of Financial Planning and the CFA Society of New York.
Actieve functies van Jonathan Laurence Bergner
Bedrijven | Functie | Begin |
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Evercore Wealth Management LLC
![]() Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Portefeuillebeheerder-Aandelen | 01-04-2012 |
Eerdere bekende functies van Jonathan Laurence Bergner
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United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | 31-03-2012 |
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Bedrijven in privébezit | 2 |
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Evercore Wealth Management LLC
![]() Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |