Sheena Brunner
Profile
Ms. Sheena Brunner is Vice President-Client Services at Evercore Wealth Management LLC.
Prior to joining Evercore Wealth Management in August 2009, Ms. Brunner was Associate Vice President at US Trust, Bank of America Private Wealth Management where she was a Client Service Team Lead managing the San Francisco Client Sales and Services group.
In addition, she served as liaison between the Sales, Investment, and Trust divisions in providing technical, operational, and administrative expertise on relationship management and fiduciary issues.
Previously, she was part of the Venture Services Group at Montgomery Securities working with both institutional and private clients on large volume restricted stock sales and limited partnership distributions.
Ms. Brunner received her B.A.
in Literature from Boston University.
Former positions of Sheena Brunner
| Companies | Position | End |
|---|---|---|
| Montgomery Securities, Inc. | Corporate Officer/Principal | - |
| US Trust | Corporate Officer/Principal | - |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Sales & Marketing | - |
Training of Sheena Brunner
| Boston University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private companies | 3 |
|---|---|
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
| US Trust | Finance |
| Montgomery Securities, Inc. | Finance |
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