Team

Palm Beach

The Evercore Wealth Management Palm Beach team delivers comprehensive and personalized wealth management, integrating wealth planning and investment strategy.

Aldo Palles

Managing Director, Portfolio Manager

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Aldo is a Managing Director and Portfolio Manager at the Palm Beach office of Evercore Wealth Management, delivering global investment management to families, foundations and endowments.

He 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, Aldo 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 previously an 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 PlannerTM and Certified Trust and Financial Advisor designations.

Ross Saia

Managing Director, Wealth & Fiduciary Advisor

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Ross is a Managing Director and Wealth & Fiduciary Advisor at the Palm Beach office of Evercore Wealth Management, providing families, foundations and endowments with comprehensive, goals-based wealth planning.

He joined Evercore in 2018 from U.S. Trust, Bank of America Private Wealth Management, where he served as a senior vice president and senior trust officer. Prior to joining U.S. Trust in 2007, he oversaw fiduciary and investment administration at the Palm Beach office of Brown Brothers Harriman & Co.

Ross has a B.S. degree in Business Management from the City University of New York. He holds the Certified Financial PlannerTM and Certified Trust and Financial Advisor designations.