Our Team
Helena Jonassen
Helena Jonassen is a partner and wealth & fiduciary advisor at Evercore Wealth Management and a managing director at Evercore Trust Company NA, advising families on wealth planning, fiduciary and family wealth service issues. She works closely with clients’ outside advisors to implement sophisticated planning solutions.
Ms. Jonassen joined Evercore in 2014 from U.S. Trust, where she worked for 18 years as a trust and fiduciary officer and a lead relationship advisor to families with complex wealth management needs.
Prior to joining U.S. Trust in 1997, Ms. Jonassen worked as a financial planner and portfolio manager for Train, Smith Counsel in New York, a wealth management firm serving high-net-worth individuals and families. She has over 30 years of experience in serving high-net-worth families.
She is a member of the Municipal Bond Club of New York and the executive director and founder of the Harborfields Lacrosse Club, a not-for-profit youth sports organization.
Ms. Jonassen earned her B.A. from the State University of New York at Albany and is a certified financial planner.