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 Relationship Manager
Evercore Wealth Management LLC
415.229.2089
brunner@evercore.com
Sheena Brunner has over 12 years of experience in wealth management services working with Private Clients and high net worth individuals to help meet their financial and investment needs.
Prior to joining Evercore Wealth Management in August 2009, Sheena 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, 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.