The Evercore Wealth Management Palm Beach team delivers comprehensive and personalized wealth management, integrating wealth planning and investment strategy.
Titles listed represent Wealth Management services. Those with an asterisk (*) also provide Trust services. Please see complete bio for further details.
Michael is a Partner and Wealth & Fiduciary Advisor at the Florida offices of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., serving families, foundations, and endowments throughout the Southeast with comprehensive, goals-based wealth planning. He is the co-manager of the Florida offices and the manager of the Palm Beach office.
He works closely with the firm’s investment portfolio managers and advises clients on strategic wealth planning, asset allocation, and fiduciary and family wealth matters, including governance, next-generation education, and philanthropy. He is a member of the national Strategic Planning Committee, the Investment Policy Committee and the national Financial Planning Committee.
Michael joined Evercore in 2014 from GenSpring Family Offices in Florida, where he led business development and wealth planning and family office services for the firm’s ultra-high net worth clients. Prior to joining GenSpring, he served as an advisor to ultra-high net worth client families. He has 25 years of experience in wealth management.
Michael earned his B.S. from Florida State University, with a concentration in Finance and Accountancy.
Aldo is a Managing Director and Portfolio Manager at the Palm Beach office of Evercore Wealth Management, delivering global investment management to families, foundations and endowments.
He joined Evercore Wealth Management in 2018 from U.S. Trust, Bank of America Private Wealth Management, where he served as a managing director and senior portfolio manager. Prior to joining U.S. Trust in 2007, Aldo served as the chief investment officer of Crestmark Investment Management in Jupiter, Florida, and worked as a financial advisor at GenSpring Family Offices in Palm Beach. He was also previously 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 Chartered Financial Analyst, Chartered Alternative Investment Analyst, Certified Financial PlannerTM and Certified Trust and Financial Advisor designations.
Ross is a Managing Director and Wealth & Fiduciary Advisor at the Palm Beach office of Evercore Wealth Management, providing families, foundations and endowments with comprehensive, goals-based wealth planning.
He joined Evercore in 2018 from U.S. Trust, Bank of America Private Wealth Management, where he served as a senior vice president and senior trust officer. Prior to joining U.S. Trust in 2007, he oversaw fiduciary and investment administration at the Palm Beach office of Brown Brothers Harriman & Co.
Ross has a B.S. degree in Business Management from the City University of New York. He holds the Certified Financial PlannerTM and Certified Trust and Financial Advisor designations.
You can download our brochure from the link - Brochure 2013.