Evercore Wealth Management Promotes Stephanie Hackett, Helena Jonassen and Kate Mulvany to Partner
Evercore Wealth Management today announced the promotions of Stephanie Hackett, Helena Jonassen and Kate Mulvany to Partner.
“These promotions reflect years of outstanding contributions to our Firm,” said Jeff Maurer, CEO of Evercore Wealth Management and Evercore Trust Company. “Stephanie, Helena and Kate are experienced professionals who have demonstrated a strong commitment to our clients and our Evercore culture.”
“They are also exceptional team players focused on delivering integrated investment management, wealth planning and fiduciary expertise in the best interest of each client,” added Chris Zander, President of Evercore Wealth Management and Evercore Trust Company. “We are delighted to count them among our 28 partners.”
Stephanie joined Evercore in 2014 as a Portfolio Manager. In addition to working with clients, she is responsible for research and due diligence of alternative investments, including private equity, credit and real estate. She previously worked for eight years as an investment director at Brandywine Group Advisors, a multifamily office, and for seven years at J.P. Morgan, focused on alternative asset management and private banking.
Helena also joined Evercore in 2014. As a Wealth & Fiduciary Advisor, she advises executives, business owners and other clients on wealth planning and fiduciary and family office issues. She previously worked at U.S. Trust for 18 years as a senior relationship advisor to families with complex wealth management needs.
Kate joined Evercore in 2009 as a Wealth & Fiduciary Advisor, working with multi-generational families on wealth planning, fiduciary and philanthropic matters. She previously worked at U.S. Trust for 16 years where she served as a senior relationship advisor on many complex personal and fiduciary relationships.
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