Evercore Wealth Management has opened an office in Florida to serve high-net-worth individuals (HNWIs), families and related institutions.
As part of the move, the company has appointed three new partners from GenSpring Family Offices and its affiliate SunTrust Bank.
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Julio Castro has been appointed as a wealth advisor to provide goals-based wealth planning advice.
Castro joins Evercore Wealth Management from GenSpring, where he led new business development and the integration of new clients in Florida.
Additionally, Michael Cozene has been appointed as a wealth advisor to serve clients throughout the Southeast with comprehensive, goals-based wealth planning.
Cozene also joins Evercore Wealth Management from GenSpring, where he led business development and spearheaded wealth planning and family office services for the firm’s ultra-high-net-worth clients in Florida.
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By GlobalDataFurthermore, Arthur Noderer has been appointed as a portfolio manager, with 34 years of experience in managing investment strategies for high-net-worth individuals, families and related institutions.
Noderer joins Evercore Wealth Management from SunTrust Bank, where he worked for 18 years as an investment strategist.
Evercore Wealth Management CEO, Jeff Maurer, said: "The establishment of our first office in Florida is an important step in our continued growth as a national firm.
"Our new colleagues have deep relationships in the region, and they share our commitment to integrated financial planning and investment management that is in each client’s best interests."
