Evercore Wealth Management has promoted Portfolio Manager Jonathan Bergner and Financial Advisor Nancy Gabel to Partner.“Jonathan and Nancy are experienced wealth management professionals who contribute significantly to the growth of our firm,” says Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, NA. “These well-deserved promotions reflect their respective successes in their work and their commitment to meeting our clients’ goals and sustaining their trust.”
Bergner is a Portfolio Manager at Evercore Wealth Management. He works closely with the firm’s Wealth & Fiduciary Advisors, providing asset allocation and customised portfolio management to private clients, foundations and endowments.
Prior to joining Evercore Wealth Management in 2012 as a Managing Director, he led a team of portfolio managers at US Trust in managing the assets of high net worth individuals and family foundations. He earlier 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 closely 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.
Prior to joining Evercore Wealth Management in 2010 as a Managing Director, Ms. Gabel ran the estate planning department at US Trust and headed the firm’s intergenerational wealth planning group. She previously worked at Fried, Frank, Harris, Shriver & Jacobson as a trust and estates lawyer. She has a BA, magna cum laude, from Ithaca College and a JD from New England School of Law. She is a member of both the New York and Massachusetts Bar Associations.