Ross Saia
Ross is a Partner and Wealth & Fiduciary Advisor at the Palm Beach office of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., providing families, foundations and endowments with comprehensive, goals-based wealth planning. He joined Evercore in 2018 from U.S. Trust, Bank of America Private Wealth Management, where he served as […]
J.R. McDermott
Richard (J.R.) is a Director at Evercore Wealth Management, based in Vero Beach and working with the firm’s Palm Beach and Tampa offices to develop long-term client and advisor relationships in Florida. J.R. joined Evercore in 2024. He previously worked as a lead fixed income underwriter at Jefferies Financial Group and, earlier, at Morgan Stanley. […]
Aldo Palles
Aldo 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. He joined Evercore Wealth Management in 2018 from U.S. Trust, Bank of America Private Wealth Management, where he served as a […]
Tracy Elling
Tracy is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., providing administrative services to families, foundations and endowments at the Palm Beach office. Prior to joining Evercore in 2019, Tracy was for 18 years an assistant vice president and trust administrative assistant at U.S. Trust, Bank […]
Michael Cozene
Michael 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 is the manager of the firm’s Florida offices in Tampa and Palm Beach. He works […]
Jeff Maurer
Jeff is the Chairman of Evercore Wealth Management and Evercore Trust Company, N.A. Jeff, Chris Zander and their partners established Evercore Wealth Management in 2008. The firm is now one of the leading independent Registered Investment Advisory firms in the United States (Barron’s, Forbes, Financial Advisor1). Jeff was earlier Chairman and CEO of U.S. Trust, […]
