Jonathan Bergner Location
New York, NY, US
Jonathan Bergner Work
- 2020 - now Partner @ Evercore Wealth Management, LLC
- 2012 - 2020 Managing Director, Portfolio Manager @ Evercore Wealth Management, LLC
- 2000 - 2012 Managing Director, Portfolio Manager @ U.S. Trust
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
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 2 mobile phone numbers on RocketReach.
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Top Evercore Wealth Management, LLC Employees
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15+
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Nancy Gabel
Managing Director at Evercore Wealth Management, LLC
New York, NY, US23 -
Steven Chung
Managing Director at Evercore Wealth Management, LLC
New York, NY, US11 -
Stephanie Hackett
Partner at Evercore Wealth Management, LLC
New York, NY, US15+ -
Belinda Micu
Managing Director at Evercore Wealth Management, LLC
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Managing Director, Wealth and Fiduciary Advisor at Evercore Wealth Management, LLC
Village of Pelham, NY, US1 -
Ruth Calaman
General Counsel and Chief Compliance Officer at Evercore Wealth Management, LLC
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