Partner
Current
Mar 2020 - Present
AeroLeads people directory · profile
Jonathan Bergner Email & Phone Number
Partner at Evercore Wealth Management, LLC
at
Evercore Wealth Management, LLC
1 work email found
@evercore.com
3 phones found area 617 and 212
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner at Evercore Wealth Management, LLC
Location
New York, New York, United States
Company size
Who is Jonathan Bergner? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan Bergner is listed as Partner at Evercore Wealth Management, LLC at Evercore Wealth Management, LLC, a company with 83 employees, based in New York, New York, United States. AeroLeads shows a work email signal at evercore.com, phone signal with area code 617, 212, and a matched LinkedIn profile for Jonathan Bergner.
Jonathan Bergner previously worked as Partner at Evercore Wealth Management, Llc and Managing Director, Portfolio Manager at Evercore Wealth Management, Llc. Jonathan Bergner holds Ba, Asian Studies from Hobart College.
Company email context
Email format at Evercore Wealth Management, LLC
This section adds company-level context without repeating Jonathan Bergner's masked contact details.
{first}.{last}@evercore.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Bergner. Compare company email patterns before reaching out.
Profile bio
About Jonathan Bergner
Jonathan Bergner is a Partner at Evercore Wealth Management, LLC at Evercore Wealth Management, LLC. He possess expertise in portfolio management, wealth management, investment management, alternative investments, strategic financial planning and 9 more skills.
Listed skills include Portfolio Management, Wealth Management, Investment Management, Alternative Investments, and 10 others.
Current workplace
Jonathan Bergner's current company
Company context helps verify the profile and gives searchers a useful next step.
Evercore Wealth Management, Llc
3 roles
Jonathan Bergner work experience
A career timeline built from the work history available for this profile.
Managing Director, Portfolio Manager
Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, San Francisco and Los Angeles. Additionally, Evercore Wealth Management offers.
Apr 2012 - Mar 2020
Managing Director, Portfolio Manager
May 2000 - Apr 2012
Team & coworkers
Colleagues at Evercore Wealth Management, LLC
Other employees you can reach at evercorewealthmanagement.com. View company contacts for 83 employees →
KP
Karen P Francois
Colleague at Evercore Wealth Management, LlcNew York, New York, United States, United States
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PL
Pamela Lundell
Colleague at Evercore Wealth Management, LlcMinneapolis, Minnesota, United States, United States
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MG
Maxwell Grimard, Cfa
Colleague at Evercore Wealth Management, LlcTampa, Florida, United States, United States
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RL
Richard Lee
Colleague at Evercore Wealth Management, LlcBradenton, Florida, United States, United States
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TM
Todd Mcpherson
Colleague at Evercore Wealth Management, LlcSan Francisco, California, United States, United States
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RB
Racquel Bethell
Colleague at Evercore Wealth Management, LlcNew York, New York, United States, United States
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JM
Joseph Mcmanus, Cfa
Colleague at Evercore Wealth Management, LlcNew York City Metropolitan Area, United States
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EC
Elizabeth Crimmins
Colleague at Evercore Wealth Management, LlcNew York, New York, United States, United States
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TE
Tracy Elling
Colleague at Evercore Wealth Management, LlcPalm Beach Gardens, Florida, United States, United States
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VI
Victoria Iglesias Kaufman
Colleague at Evercore Wealth Management, LlcTampa, Florida, United States, United States
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Karen P Francois
Colleague at Evercore Wealth Management, LlcNew York, New York, United States, United States
View →
PL
Pamela Lundell
Colleague at Evercore Wealth Management, LlcMinneapolis, Minnesota, United States, United States
View →
MG
Maxwell Grimard, Cfa
Colleague at Evercore Wealth Management, LlcTampa, Florida, United States, United States
View →
RL
Richard Lee
Colleague at Evercore Wealth Management, LlcBradenton, Florida, United States, United States
View →
TM
Todd Mcpherson
Colleague at Evercore Wealth Management, LlcSan Francisco, California, United States, United States
View →
RB
Racquel Bethell
Colleague at Evercore Wealth Management, LlcNew York, New York, United States, United States
View →
JM
Joseph Mcmanus, Cfa
Colleague at Evercore Wealth Management, LlcNew York City Metropolitan Area, United States
View →
EC
Elizabeth Crimmins
Colleague at Evercore Wealth Management, LlcNew York, New York, United States, United States
View →
TE
Tracy Elling
Colleague at Evercore Wealth Management, LlcPalm Beach Gardens, Florida, United States, United States
View →
VI
Victoria Iglesias Kaufman
Colleague at Evercore Wealth Management, LlcTampa, Florida, United States, United States
View →
1 education record
Jonathan Bergner education
FAQ
Frequently asked questions about Jonathan Bergner
Quick answers generated from the profile data available on this page.
What company does Jonathan Bergner work for?
Jonathan Bergner works for Evercore Wealth Management, LLC.
What is Jonathan Bergner's role at Evercore Wealth Management, LLC?
Jonathan Bergner is listed as Partner at Evercore Wealth Management, LLC at Evercore Wealth Management, LLC.
What is Jonathan Bergner's email address?
AeroLeads has found 1 work email signal at @evercore.com for Jonathan Bergner at Evercore Wealth Management, LLC.
What is Jonathan Bergner's phone number?
AeroLeads has found 3 phone signal(s) with area code 617, 212 for Jonathan Bergner at Evercore Wealth Management, LLC.
Where is Jonathan Bergner based?
Jonathan Bergner is based in New York, New York, United States while working with Evercore Wealth Management, LLC.
What companies has Jonathan Bergner worked for?
Jonathan Bergner has worked for Evercore Wealth Management, Llc and Us Trust.
Who are Jonathan Bergner's colleagues at Evercore Wealth Management, LLC?
Jonathan Bergner's colleagues at Evercore Wealth Management, LLC include Karen P Francois, Pamela Lundell, Maxwell Grimard, Cfa, Richard Lee, and Todd Mcpherson.
How can I contact Jonathan Bergner?
You can use AeroLeads to view verified contact signals for Jonathan Bergner at Evercore Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Bergner attend?
Jonathan Bergner holds Ba, Asian Studies from Hobart College.
What skills is Jonathan Bergner known for?
Jonathan Bergner is listed with skills including Portfolio Management, Wealth Management, Investment Management, Alternative Investments, Strategic Financial Planning, Hedge Funds, Asset Management, and Asset Allocation.
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