NEW YORK, March 02, 2023–(BUSINESS WIRE)–Evercore Wealth Management today announced the promotions of Portfolio Manager Michael Kirkbride, Portfolio Manager Aldo Palles, and Wealth and Fiduciary Advisor Ross Saia to partner. Mr. Kirkbride is based at the Evercore headquarters in New York City; Mr. Palles and Mr. Saia are based at the Evercore Wealth Management and Evercore Trust Company, N.A. office in Palm Beach, Florida.
"Michael, Aldo and Ross are strong contributors to our firm, always putting our clients first and demonstrating terrific teamwork," said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A. "I am delighted to recognize their leadership and look forward to working with them as we continue to grow our business across the United States, advising our clients at the highest professional level."
Mr. Kirkbride is a portfolio manager at Evercore Wealth Management, managing investment assets for families, foundations, and endowments. He contributes to managing the firm’s core equity strategy and dividend-yield portfolio and to the continuing development of the firm’s ESG investment approach, which is customized for each client. Mr. Kirkbride joined Evercore in 2019 from Fieldpoint Private, where he worked for two years as a senior investment advisor. He previously worked as a senior portfolio manager at U.S. Trust, managing approximately $2 billion in assets for families and foundations. He received a B.A. at Rutgers College and an MBA from the New York University Stern School of Business.
Mr. Palles is a portfolio manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments. He is an active member in the firm’s national investment committee. Mr. Palles joined Evercore in 2018 from U.S. Trust, Bank of America Private Wealth Management, where he served as a managing director and senior portfolio manager in Palm Beach. Earlier, he 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 Gardens. He has a bachelor’s 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 Planner® and Certified Trust and Fiduciary Advisor designations.
Mr. Saia is a wealth & fiduciary advisor at Evercore Wealth Management and Evercore Trust Company, delivering strategic planning and fiduciary advice to high-net-worth and ultra-high-net-worth families and contributing to the Fiduciary Oversight Group. 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 in Palm Beach. He previously oversaw fiduciary and investment administration at the Palm Beach office of Brown Brothers Harriman & Co. Mr. Saia has a B.S. in business management from the City University of New York. He holds the Certified Financial Planner® and Certified Trust and Fiduciary Advisor designations. He is also a member of the East Coast Estate Planning Council and Palm Beach County Estate Planning Council.
About Evercore
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings and capital structure. Evercore also assists clients in raising public and private capital and delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth and institutional investors. Founded in 1995, the firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, South America, the Middle East and Asia. For more information, please visit www.evercore.com.
About Evercore Wealth Management
Evercore Wealth Management, LLC, a subsidiary of Evercore, serves high net worth families, foundations, and endowments, delivering customized strategic wealth planning, investment management, and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission (the "SEC"), with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. Registration with the SEC does not imply a certain level of skill or training. The firm manages $10.5 billion in client assets as of December 31, 2022. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency. More information about planning, investing and personal fiduciary services at Evercore Wealth Management can be found at www.evercorewealthandtrust.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20230302005337/en/
Contacts
Media Contact:
Aline Sullivan
Lexicon Associates, for Evercore Wealth Management, LLC and Evercore
Trust Company, N.A
+1.203.918.3389
Investor Contact:
Katy Haber
Head of Investor Relations & ESG
InvestorRelations@Evercore.com
Related Quotes
Stephen Schwartzman, worth $42 billion and at the head of a firm managing almost $1 trillion, says social media is what doomed the bank.
Investors looking for alpha in an uncertain market environment could do worse than following in the footsteps of legendary stock pickers and probably none can match Warren Buffet’s reputation. Not for nothing the “Oracle of Omaha” is considered one of the all-time greats and for nearly 60 years, between 1965 and 2022, his Berkshire Hathaway firm’s returns have doubled those of the S&P 500. So, it’s definitely worth nosing through Buffett’s portfolio to see which stocks he currently holds. And wh
Rich Day Company co-founder Robert Kiyosaki dissects why he foresees the Bank of Japan collapsing and the potential implications it could have on the global economy.
Here are some of today's after-hours movers.
The Nasdaq topped 12,000 as the market rallied ahead of the PCE inflation report. The IRS will likely cut EV credits for Tesla's entry-level Model 3.
Recently, Zacks.com users have been paying close attention to ZIM (ZIM). This makes it worthwhile to examine what the stock has in store.
T. Rowe Price fixed-income manager Cheryl Mickel identifies the best spots to park short-term cash, how to navigate the banking sector, and where the Federal Reserve may be going next.
The Oracle of Omaha never saw a future in cryptocurrency.
The semiconductor maker brings forward timelines for production of next-generation data-center chips.
The Dow Jones rose 175 points Thursday after first-time jobless claims and Q4 GDP data. Schwab stock dropped on an analyst downgrade.
SoFi Technologies, Inc. (SOFI) closed the most recent trading day at $5.72, moving -0.52% from the previous trading session.
What we know about the world’s richest.
“Big Short” investor Michael Burry admitted Thursday that his bearish warning about the stock market earlier this year has so far been proven wrong by traders lining up to buy the dip. Burry is best known for his bet against the housing market ahead of the 2007 subprime mortgage collapse, which was featured in the book and movie “The Big Short.”
AT&T stock shows improving price performance, earning an upgrade to its IBD Relative Strength Rating
Elon Musk doesn't seem all that impressed with Warren Buffett's stock picks. And he took to Twitter — of course — to say so.
This month's list of top dividend stocks consists of Latin American oil and gas companies like Petroleo Brasileiro S.A. Petrobras (PBR) and Ecopetrol SA (EC), as well as Israeli shipping firm ZIM Integrated Shipping Services Ltd. (ZIM). Dividend-paying companies tend to be well-established, with stable earnings and a track record of distributing a portion of them to shareholders in the form of cash or additional stock. One useful measure to gauge the sustainability of a company's dividend payments is the dividend payout ratio (DPR), which measures total dividends divided by net income.
Berkshire Hathaway is the ultimate Warren Buffett stock. It is near an entry but is it a good buy? Here's what earnings and charts show for Berkshire stock.
Regardless of what stage of the market cycle we're in, some folks never tire of searching for cheap stocks to buy. If it has thin trading volume, the fund manager will have an awfully tough time accumulating shares — without making a big impact on the stock price. IBD research also finds that dozens, if not hundreds, of great stocks each year do not start out as penny shares.
If you were to judge ASML stock from its sales and earnings, it would be hard to believe it belongs in the IBD Big Cap 20. FactSet data shows a mix of gains and declines in quarterly performance for the Netherlands-based chip equipment provider. The consensus estimate for first-quarter earnings is €20.06 per share, an increase of more than 30% from a forgettable 2022.
The SECURE 2.0 Act, signed by President Biden in December 2022, includes dozens of changes to provisions related to tax-advantaged retirement accounts. Among the most important changes is a provision, which took effect Jan. 1 of this year, that delays … Continue reading → The post Your Required Minimum Distributions (RMDs) Have Officially Been Pushed Back appeared first on SmartAsset Blog.
