Aldo Palles
Portfolio Manager-Equities at Evercore Wealth Management LLC
Profile
Mr. Aldo Palles is a Partner & Portfolio Manager at Evercore Wealth Management LLC.
Mr. Palles 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, he 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 the assistant professor of Applied Finance and Accounting at Palm Beach Atlantic University.
Mr. Palles 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 Financial Advisor designations.
Aldo Palles active positions
Companies | Position | Start |
---|---|---|
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Portfolio Manager-Equities | 2018-07-31 |
Former positions of Aldo Palles
Companies | Position | End |
---|---|---|
Palm Beach Atlantic University, Inc. | Corporate Officer/Principal | - |
Training of Aldo Palles
Florida International University | Undergraduate Degree |
University of Denver | Graduate Degree |
University of Miami | Graduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 1 |
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Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
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