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Aldo Palles
Portfolio Manager-Equities at Evercore Wealth Management LLC
Aldo Palles active positions
Companies | Position | Start | End |
---|---|---|---|
Evercore Wealth Management LLC
![]() Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm 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 high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private 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 | 01/08/2018 | - |
Career history of Aldo Palles
Former positions of Aldo Palles
Companies | Position | Start | 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 |
Statistics
International
United States | 6 |
Operational
Graduate Degree | 2 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 5 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
Evercore Wealth Management LLC
![]() Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm 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 high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private 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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