Jonathan Bergner Email & Phone Number
Partner @ Evercore Wealth Management, LLC
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Jonathan Bergner Location
- New York, NY, US
Jonathan Bergner Work
- 2020 -now Partner @
- 2012 -2020 Managing Director, Portfolio Manager @
- 2000 -2012 Managing Director, Portfolio Manager @
Jonathan Bergner Education
- Hobart College
BA (Asian Studies)
1981-1985
Jonathan Bergner Skills
- Wealth Management
- Portfolio Management
- Investment Management
- Alternative Investments
- Asset Management
- Asset Allocation
- Investments
- High Net Worth Individuals
- Equities
- Financial Services
- Hedge Funds
- Management
- Strategic Financial Planning
- Fixed Income
- Registered Investment Advisor
- Valuation
- SAN
- Microsoft Office
- Marketing
- Customer Service
- Financial Analysis
Jonathan Bergner Summary
- Jonathan Bergner, based in New York, NY, US, is currently a Partner at Evercore Wealth Management, LLC. Jonathan Bergner brings experience from previous roles at Evercore Wealth Management, LLC and US Trust. Jonathan Bergner holds a 1981 - 1985 BA in Asian Studies @ Hobart College. With a robust skill set that includes Wealth Management, Portfolio Management, Investment Management, Alternative Investments, Asset Management and more. Jonathan Bergner has 2 emails and 1 mobile phone numbers on RocketReach.
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