The Evercore Wealth Management Florida team delivers comprehensive and personalized wealth management, integrating strategic financial planning and investment management.
Titles listed represent Wealth Management services. Those with an asterisk (*) also provide Trust services. Please see complete bio for further details.
Julio is a Partner and Wealth & Fiduciary Advisor at the Florida office of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., providing families, foundations and endowments throughout the Southeast with comprehensive, goals-based wealth planning. 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 Evercore Trust Company’s Fiduciary Oversight Group.
Julio joined the firm in 2014 from GenSpring Family Offices in Florida, where he led new business development and client integration, and was a member of the national leadership committee. He previously practiced as an attorney, specializing in trust litigation and in estate and tax planning, and as an accountant, focused on individual and trust estate planning. He has 30 years of experience in wealth management.
Julio is an active member of several public and private charitable organizations; including the Community Foundation of Tampa Bay. Additionally, he serves on several Florida Bar committees including the Real Property Probate and Trust Law’s Principal and Income Committee.
Julio earned his B.A. in Accounting from the University of South Florida and his J.D. from University of Florida’s Levin College of Law.
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.
Max is a Vice President and Portfolio Manager at Evercore Wealth Management in Tampa, Florida. He manages customized asset allocations, performs investment analytics, and coordinates performance reporting for clients across Florida.
Prior to joining Evercore in 2016, Max worked at Raymond James Financial in the real estate banking group and at CBRE Group in the multifamily investment capital markets platform. Earlier, he worked for the State of Florida’s Office of Financial Regulation as a bank examiner.
Max graduated from the University of Florida with a B.S. in Finance. He holds the Chartered Financial Analyst designation and currently serves on the Board of Directors for the CFA Society Tampa Bay.
Jamie is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., serving high net worth individuals and families, foundations and endowments from the Evercore Wealth Management office in Florida.
Prior to joining Evercore Wealth Management in 2018, Jamie was a trust advisor and personal trust specialist at the Bank of Tampa, where she worked directly with individual and family clients and was additionally responsible for the implementation of planning strategies and wealth transfer objectives. Previously, she was a personal trust specialist with BB&T in Tampa.
Jamie has a B.A. in Business Management from the University of Phoenix and is a Certified Trust and Fiduciary Advisor. She also completed course studies at the Florida Bankers Association and Florida Graduate Trust School.
She is the Chair of the Executive Committee for the Suncoast Hospice’s Professional Partners Council and is a founding member of the Women’s Giving Network. Jamie also serves on the Executive Legacy Committee for the Crisis Center of Tampa Bay and is a member of the philanthropic group Women in Action.
Arthur is a Partner and Portfolio Manager at Evercore Wealth Management in Florida. He is a member of the firm’s investment decision-making body, the Asset Allocation Committee, and the Investment Policy Committee. He has over 30 years of experience in managing investment strategies for high net worth families, endowments and foundations.
He joined Evercore from SunTrust Bank, where he worked for 18 years as an investment strategist. Prior to joining SunTrust, he worked for seven years as a registered representative with Paine Webber in the Florida region.
Arthur earned his B.S. from the University of South Florida, with a concentration in Finance. He is a Chartered Financial Analyst.
You can download our brochure from the link - Brochure 2013.