Director of Client Services, Partner
Born in Sweden, Helene graduated from University of Ostersund in 1986 with a bachelor of science in human resources; she moved to the United States in 1987. Helene worked with high net worth clients for Fidelity Investments (5 years) and Piper Jaffrey (two years) before she joined David Hay and his team at Smith Barney in 1999. When David left Smith Barney in 2002 to build up Evergreen Capital, Helene went with him to continue to serve his long term clients. At Evergreen, Helene assists our high net worth clients through complicated estate and account registration issues. She also works closely with the firm's team members to implement any improvement initiatives. In her spare time, Helene enjoys hiking with her three dogs, reading, and jewelry making.