Helena Jonassen

Helena is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., advising families on wealth planning, fiduciary, and family wealth service issues. She works closely with clients’ outside advisors to implement sophisticated planning solutions.

She joined Evercore in 2014 from U.S. Trust, where she worked for 18 years as a trust and fiduciary officer and as a lead relationship advisor to families with complex wealth management needs.

Prior to joining U.S. Trust in 1997, she worked as a financial planner and portfolio manager for Train, Smith Counsel in New York, a wealth management firm serving high net worth individuals and families. Helena has over 30 years of experience in serving high-net-worth families.

She received her B.A. from the State University of New York at Albany and holds a CFP® certification.