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.
Jeff is the Chairman of Evercore Wealth Management and Evercore Trust Company, N.A. Jeff, Chris Zander and their partners established Evercore Wealth Management in 2008. The firm is now one of the leading independent Registered Investment Advisory firms in the United States (Barron’s, Financial Advisor 2021; Financial Planning 2021; Financial Times 2020).
Jeff was earlier Chairman and CEO of U.S. Trust, where he started his career in 1970 and served as President and Chief Operating Officer before he was appointed CEO in 2001 and Chairman of the Board in March 2002. In 2003, he joined Lehman Brothers as Chairman and Chief Executive Officer of Lehman Brothers Trust Company and remained with the firm through 2007.
Jeff is the author of the book, Rich in America: Secrets to Creating and Preserving Wealth. Prominent in industry activities, he is a former Chairman of the American Bankers Association’s Trust and Investment Management Division. He is also actively involved in a number of community organizations in Florida and New York. He serves on the boards of several charitable organizations and acts as Chairman of the Board of the Hebrew Home at Riverdale in New York.
Jeff holds a B.A. from Alfred University, an M.B.A. from New York University, and a J.D. from St. John’s University School of Law.
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 Planner and Certified Trust and Fiduciary Advisor designations.
Ross is a Managing Director and Wealth & Fiduciary Advisor at the Palm Beach office of Evercore Wealth Management and Evercore Trust Company, N.A., 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 Planner and Certified Trust and Fiduciary Advisor designations. He is also a member of the East Coast Estate Planning Council.
You can download our brochure from the link - Brochure 2013.