News, Vision & Voice for the Advisory Community


After a quick climb to $3.5 billion of AUM, Evercore solidifies service by drawing water -- again -- from US Trust talent well

Jonathan Bergner brings his skills from U.S. Trust, but assets may follow, too

Author Brooke Southall May 1, 2012 at 2:18 PM
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Jonathan Bergner wasn't discouraged from leaving U.S. Trust by the 45-day garden leave.

Related Moves

With 25% of shares set aside, Evercore Wealth Management makes three women 'partners' in one fell swoop at , but don't call it affirmative action, says US Trust spin-off

The $8.1-billion AUA, New York City RIA invests in Kate Mulvany and Helena Jonassen -- both US Trust vets -- and Stephanie Hackett, formerly of Brandywine

July 2, 2019 at 6:33 PM

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