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Jonathan Bergner is a seasoned finance professional with extensive experience in wealth management. Currently, Jonathan serves as a Partner and Managing Director, Portfolio Manager at Evercore Wealth Management, LLC, a firm dedicated to providing customized investment management and financial services to high net worth individuals and families since April 2012. Prior to this role, Jonathan held the position of Managing Director, Portfolio Manager at US Trust from May 2000 to April 2012. Jonathan holds a Bachelor of Arts degree in Asian Studies from Hobart and William Smith Colleges, earned between 1981 and 1985.
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