People Moves
US-Based Evercore Opens Doors In Florida
Evercore Wealth Management has launched an office in Tampa - serving wealthy clients in Florida and the Southeast - while also naming three new partners from GenSpring Family Offices and its SunTrust Bank affiliate.
Evercore
Wealth Management has launched an office in Tampa - serving
wealthy clients in Florida and the Southeast - while also naming
three new partners from GenSpring Family Offices and its SunTrust
Bank affiliate.
Julio Castro, a wealth advisor, led new business development in
Florida at GenSpring and was a member of the firm's national
leadership committee. He has practiced as an attorney and an
accountant, specialising in estate and tax planning, with 25
years of experience overall in wealth management.
Michael Cozene, also a wealth advisor, is a member of the
Evercore Wealth Management Strategic Planning Committee. At
GenSpring, he too led business development and also spearheaded
wealth planning and family office services for the firm’s ultra
high net worth clients in Florida. He has 25 years of experience
in wealth management.
Lastly, Arthur Noderer, a portfolio manager with 34 years of
experience managing investment strategies for high net worth
individuals, families and related institutions, previously worked
for 18 years as an investment strategist.
Evercore Wealth Management, a subsidiary of Evercore, serves high
net worth individuals, families and related institutions.
The firm is a registered investment advisor with offices in New
York, Minneapolis, San Francisco, Los Angeles and Tampa. It was
founded in November 2008 and today manages client assets totaling
$4.9 billion (as of 31 December, 2013.)
