We work with each client to define and develop clear portfolio objectives and design an appropriate asset allocation and investment plan to meet those objectives. It is our belief that a measured amount of risk, disiplined security selection, appropriate diversification and long-term focus serve our clients best.
Sheena Brunner
Client Services Associate
Evercore Wealth Management LLC
415.229.8089
brunner@evercore.com
Sheena Brunner oversees Client Services for Evercore Wealth Management's San Francisco office and has over 13 years of experience working with high net worth individuals.
Prior to joining Evercore, Sheena was Associate Vice President at U.S. Trust, where she was a Client Service Team Leader managing the San Francisco Client Sales and Services group. Previously, Sheena 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.
Sheena received her B.A. in Literature from Boston University.