Aldo Palles

Mr. Aldo Palles is a Partner & Portfolio Manager at Evercore Wealth Management LLC.
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, 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.
He was also the 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 Financial Advisor designations.