Jonathan Laurence Bergner
Gestionnaire de Portefeuille-Actions chez Evercore Wealth Management LLC
Profil
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.
Postes actifs de Jonathan Laurence Bergner
| Sociétés | Poste | Début |
|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor 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 individuals and institutional 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. | Gestionnaire de Portefeuille-Actions | 01/04/2012 |
Anciens postes connus de Jonathan Laurence Bergner
| Sociétés | Poste | Fin |
|---|---|---|
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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Entreprises liées au 1er degré
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| Entreprise privées | 2 |
|---|---|
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor 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 individuals and institutional 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 |
