Our Team

Jonathan Bergner

  • Partner, Portfolio Manager
  • Wealth Management
  • New York

Jonathan Bergner is a partner and portfolio manager at Evercore Wealth Management, managing assets for families, endowments and foundations.

Mr. Bergner joined Evercore in 2012 from U.S. Trust, where he led a team of portfolio managers and managed the assets of high-net-worth individuals and family foundations. Prior to his tenure at U.S. Trust, he directed investments at Ader Associates, a New York-based financial planning firm.

Mr. Bergner earned a B.S. from Hobart College and is a chartered financial analyst and certified financial planner. He is a member of the editorial review board of the Journal of Financial Planning and the CFA Society of New York.