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Aldo Palles
Portfolio Manager-Aktien bei Evercore Wealth Management LLC
Aktive Positionen von Aldo Palles
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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-Aktien | 01.08.2018 | - |
Karriereverlauf von Aldo Palles
Ehemalige bekannte Positionen von Aldo Palles
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Palm Beach Atlantic University, Inc. | Corporate Officer/Principal | - | - |
Ausbildung von Aldo Palles
Florida International University | Undergraduate Degree |
University of Denver | Graduate Degree |
University of Miami | Graduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Graduate Degree | 2 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sektoral
Consumer Services | 5 |
Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 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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