Michael Cozene is a partner and wealth & fiduciary advisor at the Florida offices of Evercore Wealth Management and a managing director at Evercore Trust Co., providing families, foundations, and endowments throughout the Southeast with comprehensive, goals-based wealth planning. He is the manager of the firm’s Florida offices in Tampa and Palm Beach.
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 the national Strategic Planning Committee, the Investment Policy Committee and the national Financial Planning Committee.
Mr. Cozene joined Evercore in 2014 with Julio Castro and Arthur Noderer to establish the firm’s Southeast office. He previously served as a principal at GenSpring Family Offices in Florida, where he led business development and wealth planning and family office services for the firm’s ultra-high-net-worth clients. Prior to joining GenSpring, he served as an advisor to ultra-high-net worth-client families. He has 30 years of experience in wealth management.