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Evercore Wealth Management today announced the appointment of Paula Stumne to managing director, wealth and fiduciary advisor.
Ms. Stumne is based in Minneapolis and works directly with ultra high net worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services. Ms. Stumne joins Evercore from Bremer Bank, where she was a senior wealth advisor to ultra high net worth families. Earlier, she worked for Wells Fargo for 17 years, focusing on estate and financial planning, trust and estate administration, and philanthropic planning. She also was an estate planning attorney at Briggs and Morgan, now Taft Law.
“We are pleased to welcome Paula to our national team,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company N.A. “Her 25 years of wealth planning and trust and fiduciary experience will make her a strong contributor to the continued growth of our firm in the Midwest.”
Ms. Stumne earned a B.S.B. degree in accounting from the University of Minnesota’s Carlson School of Management and her J.D. and LL.M. in taxation at the Mitchell Hamline School of Law.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25