Evercore Wealth Management Expands to Palm Beach
Evercore Wealth Management, LLC today announced the opening of an office in Palm Beach, Florida.
The firm also announced the appointments of Aldo Palles as a Managing Director and Portfolio Manager and Ross Saia as a Managing Director and Wealth & Fiduciary Advisor. Mr. Palles and Mr. Saia join Evercore from U.S. Trust.
“Florida is an important market for Evercore Wealth Management and we are pleased to expand our presence to Palm Beach,” said Jeff Maurer, CEO of Evercore Wealth Management and Chairman of Evercore Trust Company, N.A. “Aldo and Ross are experienced professionals who share our partnership values. We are delighted to welcome them to our team.”
Mr. Palles was previously a Managing Director and Senior Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management. Prior to joining U.S. Trust in 2007, he served as the Chief Investment Officer of Crestmark Investment Management in Jupiter, Florida, and as a Financial Advisor at GenSpring Family Offices. He was also an Assistant Professor of Applied Finance and Accounting at Palm Beach Atlantic University. He has a B.S. degree in Business Administration and Finance from Florida International University, a Master’s in Accountancy from the University of Denver, and a Master’s in Finance from the University of Miami. He holds the CFA designation.
Mr. Saia was previously a Senior Vice President and Senior Trust Officer at U.S. Trust, Bank of America Private Wealth Management. Prior to joining U.S. Trust in 2007, he oversaw fiduciary and investment administration at the Palm Beach office of Brown Brothers Harriman & Co. He has a B.S. degree in Business Management from the City University of New York.
Mr. Palles and Mr. Saia will serve families, foundations and endowments in the Palm Beach area, as part of the Evercore Wealth Management national team. They will report to Michael Cozene, a Partner at the firm and Co-Manager of the Florida offices.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
©2016 Evercore Wealth Management LLC. All rights reserved.