RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Helena Jonassen bids farewell to US Trust after 18 years to rejoin breakaway colleagues at Evercore

The senior trust and fiduciary officer at the BoA subsidary is starting a new life at Evercore

Author Brooke Southall July 8, 2014 at 6:27 PM
Admin:
0 Comments
no description available
Helena Jonassen: It was an enormously difficult decision for me to leave U. S. Trust.


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


RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo