Julio Castro is a Partner and Wealth & Fiduciary Advisor at the Florida offices of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., providing families, foundations and endowments throughout the Southeast with comprehensive, goals-based wealth planning. He works closely with the firm’s investment portfolio managers and advises clients on strategic wealth planning, asset allocation, and fiduciary and family wealth matters, including governance, next-generation education, and philanthropy. He is a member of Evercore Trust Company’s Fiduciary Oversight Group.
Mr. Castro joined the firm in 2014 from GenSpring Family Offices in Florida, where he led new business development and client integration, and was a member of the national leadership committee. He previously practiced as an attorney, specializing in trust litigation and in estate and tax planning, and as an accountant, focused on individual and trust estate planning. He has 30 years of experience in wealth management.
Mr. Castro is an active member of several public and private charitable organizations; including the Community Foundation of Tampa Bay. Additionally, he serves on several Florida Bar committees including the Real Property Probate and Trust Law’s Principal and Income Committee.
Mr. Castro earned his B.A. in Accounting from the University of South Florida and his J.D. from University of Florida’s Levin College of Law.