People Moves
Evercore Elevates Two Senior Figures To Partner
The US wealth management house announces two promotions to partner.
Evercore Wealth Management, the US firm, has promoted two of its team to the status of partner: Jonathan Bergner and Nancy Gabel.
Bergner is a portfolio manager and Gabel is a financial advisor at the firm.
Prior to joining Evercore in 2012 as a managing director, Bergner led a team of portfolio managers at US Trust managing the assets of high net worth individuals and family foundations. Earlier, he directed investments at Ader Associates, a New York-based financial planning firm. He has a BS degree from Hobart College and holds the Chartered Financial Analyst and Certified Financial Planner designations. He is a member of the editorial review board of the Journal of Financial Planning and the New York Society of Security Analysts.
Gabel is a financial advisor at Evercore Wealth Management and Evercore Trust Company. She works with high net worth families and their attorneys and tax advisors. She represents Evercore Wealth Management and Evercore Trust Company at professional association events and leads the firms’ Continuing Legal Education, or CLE, program.
“Jonathan and Nancy are experienced wealth management professionals who contribute significantly to the growth of our firm,” Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N A, said.
“These well-deserved promotions reflect their respective successes in their work and their commitment to meeting our clients’ goals and sustaining their trust.”
Evercore Wealth Management, a registered investment advisor, has offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. It managed $9.1 billion in client assets as of December 31, 2019. The business is part of US-listed Evercore, the investment banking advisory house.
In December 2019 Evercore named Chris Zander as its new chief executive. He took the helm from Jeff Maurer as CEO of Evercore Wealth Management LLC and Evercore Trust Company N A. The business also set up an office in Palm Beach, Florida, last year, part of a trend of wealth firms stepping up their presence in the Sunshine State.
