The Evercore Wealth Management Florida team delivers comprehensive and personalized wealth management, integrating strategic financial planning and investment management.
Julio is a Partner and Wealth and Fiduciary Advisor at the Florida office of Evercore Wealth Management, providing clients throughout the region with comprehensive, goals-based wealth planning. He is a member of the Strategic Planning Committee and the Asset Allocation Committee.
He joined the firm in 2014 from GenSpring Family Office in Florida, where he led new business development and client integration, and was a member of the national leadership committee. Additionally, he has practiced as an attorney, specializing in estate and tax planning, and trust litigation, and as an accountant, focused on individual and trust estate planning. He has 25 years of experience in wealth management.
Julio earned his B.A. degree in accounting from the University of South Florida and his Juris Doctorate from University of Florida’s Levin College of Law.
Michael is a Partner and Wealth and Fiduciary Advisor at the Florida office of Evercore Wealth Management, serving clients throughout the Southeast with comprehensive, goals-based wealth planning. He is a member of the firm’s investment decision-making body, the Asset Allocation Committee.
He joined Evercore Wealth Management in 2014 from GenSpring Family Offices in Florida, where he led business development and spearheaded wealth planning and family office services for the firm’s ultra-high-net-worth clients. Prior to joining GenSpring in 2001, he served as an advisor to ultra-high-net-worth families at Sun Trust. He has 25 years of experience in wealth management.
Michael earned his B.S. degree from Florida State University, with a concentration in finance and accountancy.
Mark is a Managing Director and Portfolio Manager at Evercore Wealth Management in Florida. He has over 35 years of experience in managing investment portfolios for high-net-worth individuals, their families and foundations.
Prior to joining Evercore Wealth Management in 2015, Mark was a managing director for SunTrust Bank. During his 27 year career at SunTrust, Mark worked as an investment strategist, served on a range of investment committees, and held several management positions including regional managing director of the West Florida Region of the Personal Asset Management division.
Before joining SunTrust, Mark was an investment executive at Paine, Webber, Jackson and Curtis in Clearwater, Florida.
Mark attended Florida Southern College and received his B.S. degree from Florida State University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute, CFA Tampa Bay and the Suncoast Estate Planning Council. Additionally, Mark currently serves as the Chairman of the Investment Committee for the City of Dunedin’s Board of Finance.
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 34 years of experience in managing investment strategies for high-net-worth individuals, families and related institutions.
He joined Evercore Wealth Management in 2014 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. degree from the University of South Florida, with a concentration in finance. He is a Chartered Financial Analyst.
Shannon is a Wealth and Fiduciary Advisor, serving high net worth individuals and families from the Evercore Wealth Management office in Tampa, Florida.
Prior to joining Evercore Wealth Management in 2014, Shannon worked with several social and environmental startups in New Jersey and North Carolina. Earlier, she worked for the City of Charlotte, North Carolina, on its greenhouse gas reduction target and sustainability plan, and in the Acquisitions & Divestitures Group for McNeil Consumer Healthcare at Johnson & Johnson. Prior to attending business school, she worked for U.S. Trust in Palm Beach and for Fidelity Investments in Boston, Massachusetts.
Shannon earned her B.S. degree from Boston University and her M.B.A. and a Masters in Environmental Management from Duke University.
You can download our brochure from the link - Brochure 2013.