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Evercore Wealth Management congratulates Partners Jewelle Bickford, Nancy Gabel, Helena Jonassen, and Kate Mulvany for their achievement as 2020 Notable Women in Financial Advice by Crain’s New York Business.
Read the article here.
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