Employer stock contributions properly structured for prohibited transaction provisions of ERISA
Photo of Helena Jonassen

Helena Jonassen

Wealth & Fiduciary Advisor, Managing Director

Biographical Info

Helena Jonassen serves as a Wealth & Fiduciary Advisor at Evercore Trust and at Evercore Wealth Management. Prior to joining Evercore in 2014, she managed investment accounts as a senior trust and fiduciary officer at U.S Trust and worked as a financial planner and portfolio manager for Train, Smith Counsel in New York.
Ms. Jonassen earned her B.A. from State University of New York at Albany and holds the Certified Financial Planner designation.

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