Evercore Wealth Management Appoints Paula Stumne

Author

Slice of Finance Team
20 Jun

Key Highlights:

  • Paula Stumne appointed Managing Director, Wealth and Fiduciary Advisor at Evercore Wealth Management.

  • Based in Minneapolis, she will serve ultra-high-net-worth clients.

  • Brings 25 years of experience from Bremer Bank and Wells Fargo.

  • Holds a B.S.B. in accounting and J.D., LL.M. in taxation.

Source (Business Wire)

Notable Quote

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"We are pleased to welcome Paula to our national team. Her 25 years of wealth planning and trust and fiduciary experience will make her a strong contributor to the continued growth of our firm in the Midwest."

 Chris Zander, CEO at Evercore Wealth Management and Evercore Trust Company N.A

Our Take:

The appointment of Paula Stumne to Managing Director, Wealth and Fiduciary Advisor, at Evercore Wealth Management signifies a strategic move to strengthen their presence in the Midwest. With her extensive background in wealth planning, estate administration, and fiduciary services, Ms. Stumne is poised to offer valuable insights and robust support to ultra-high-net-worth clients. Her experience at Bremer Bank and Wells Fargo, coupled with her legal expertise, underscores her capability to enhance Evercore's client service offerings and contribute significantly to the firm's growth and client satisfaction in the region. This move reflects Evercore's commitment to expanding their expert team and reinforcing their status as a premier wealth management firm.