Evercore Trust Company
Jonathan is a Partner and Portfolio Manager at Evercore Wealth Management, managing assets for families, endowments and foundations.
He joined Evercore in 2012 from U.S. Trust where he led a team of portfolio managers and was responsible for managing the assets of high net worth individuals and family foundations. Prior to joining U.S. Trust in 2000, he directed investments at Ader Associates, a New York-based financial planning firm.
Jonathan has a B.S. from Hobart College and holds the Chartered Financial Analyst and holds a CFP® certification. He is a member of the editorial review board of the Journal of Financial Planning and the CFA Society of New York.
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Evercore Trust Company
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Evercore Trust Company, a limited-purpose national trust bank chartered by the Office of the Comptroller of the Currency, provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans.