September 20, 2014 8:45 PM ET

Capital Markets

Company Overview of Evercore Wealth Management, LLC

Company Overview

Evercore Wealth Management, LLC is based in the United States.

55 East 52nd Street

New York, NY 10055

United States

Key Executives for Evercore Wealth Management, LLC

Partner and Chief Executive Officer
Age: 64
Founding Partner and Fixed Income Portfolio Manager
Founding Partner and Fixed Income Portfolio Manager
Founding Partner and Fixed Income Portfolio Manager
Founding Partner and Equity Portfolio Manager
Compensation as of Fiscal Year 2014.

Evercore Wealth Management, LLC Key Developments

Evercore Wealth Management Appoints Helena Jonassen as Managing Director and Wealth Advisor

Evercore Wealth Management, LLC 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. Ms. Jonassen reports to Chris Zander, Chief Wealth Advisory Officer at Evercore Wealth Management. She is based in New York City.

Evercore Wealth Management, LLC Opens Office in Florida; Appoints Three Partners

Evercore Wealth Management LLC announced the opening of an office in Florida, to serve high net worth individuals, families and related institutions with integrated financial planning and investment management. The new office, based in Tampa, will serve clients in Florida and the southeast United States. The three partners join Evercore Wealth Management from GenSpring Family Offices and its affiliate, SunTrust Bank. The company named three new partners. Julio Castro is a Wealth Advisor, providing comprehensive, goals-based wealth planning advice. Mr. Castro joins Evercore Wealth Management from GenSpring, where he led new business development and the integration of new clients in Florida, and was a member of the national leadership committee. Additionally, he has practiced as both an attorney and an accountant, specializing in estate and tax planning. He has 25 years of experience in wealth management. Michael Cozene is a Wealth Advisor, serving clients throughout the Southeast with comprehensive, goals-based wealth planning. He is a member of the Evercore Wealth Management Strategic Planning Committee. Mr. Cozene also joins Evercore Wealth Management from GenSpring, where he led business development and spearheaded wealth planning and family office services for the firm's ultra-high net worth clients in Florida. He has 25 years of experience in wealth management. Arthur Noderer is a Portfolio Manager, with 34 years of experience in managing investment strategies for high net worth individuals, families and related institutions. Mr. Noderer joins Evercore Wealth Management from SunTrust Bank, where he worked for 18 years as an investment strategist. He is a Chartered Financial Analyst.

Evercore Wealth Management, LLC Presents at National Municipal Bond Summit, Mar-27-2014 05:00 PM

Evercore Wealth Management, LLC Presents at National Municipal Bond Summit, Mar-27-2014 05:00 PM. Venue: Fontainebleau Miami Beach, 4441 Collins Avenue, Miami Beach, FL 33140, United States. Speakers: Howard Cure, Director of Municipal Research.

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