Arthur Noderer
Arthur is a Partner and Portfolio Manager at Evercore Wealth Management in Tampa, Florida. He is a member of the firm’s investment decision-making body, the Asset Allocation Committee, and the Investment Policy Committee. He has over 30 years of experience in managing investment strategies for high net worth families, endowments and foundations. He joined Evercore […]
Maxwell Grimard
Max is a Director and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations and endowments. Prior to joining Evercore in 2016, Max worked at Raymond James Financial in real estate banking and at CBRE in the multifamily investment capital markets platform. Earlier, he worked for the State of Florida’s Office of […]
Meredith Morris
Meredith is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., serving high net worth individuals, families, and trusts from the Tampa office. She provides support in fiduciary administration, wealth management and financial planning disciplines. Prior to joining Evercore in 2020, Meredith utilized her broadly developed skills […]
Julio Castro
Julio 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, […]
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 […]
