Aldo Palles

Portfolio Manager-Aktien bei

Evercore Wealth Management LLC

Consumer Services

Finance

Profil

Mr. Aldo Palles is a Partner & Portfolio Manager at Evercore Wealth Management LLC.
He delivers global investment management to families, foundations and endowments.
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.
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 Financial Advisor designations.

Aktive Positionen von Aldo Palles

Unternehmen	Position	Beginn
Evercore Wealth Management LLC Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses.	Portfolio Manager-Aktien	01.08.2018

Alle aktiven Positionen von Aldo Palles

Ehemalige bekannte Positionen von Aldo Palles

Unternehmen	Position	Ende
Palm Beach Atlantic University, Inc. Palm Beach Atlantic University, Inc. Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	-

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Unternehmensverbindungen

Private Unternehmen	5
Florida International University Florida International University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Palm Beach Atlantic University, Inc. Palm Beach Atlantic University, Inc. Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Miami University of Miami Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Denver University of Denver Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Evercore Wealth Management LLC Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses.	Finance