Aldo Palles is a Partner and Portfolio Manager at the Palm Beach office of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., delivering global investment management to families, foundations and endowments.
Mr. Palles 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 Gardens. He was also previously an assistant professor of Applied Finance and Accounting at Palm Beach Atlantic University.
Mr. Palles 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 Planner and Certified Trust and Fiduciary Advisor designations.