- To serve high net worth individuals, families and related institutions with integrated financial planning and investment management
- Julio Castro, Michael Cozene and Arthur Noderer join from GenSpring Family Offices and its affiliate, SunTrust Bank
Evercore Wealth Management LLC has announced the opening of an office in Florida, to serve high net worth individuals, families and related institutions with integrated financial planning and investment management. In a related move, the firm named three new partners.
The new office, based in Tampa, will serve clients in Florida and the southeast United States. The three partners, Julio Castro, Michael Cozene and Arthur Noderer, join Evercore Wealth Management from GenSpring Family Offices and its affiliate, SunTrust Bank.
“The establishment of our first office in Florida is an important step in our continued growth as a national firm,” said Evercore Wealth Management Chief Executive Officer Jeff Maurer. “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,” Mr. Maurer said. “We welcome them to our team.”
Julio Castro, a Partner and Wealth Advisor at the firm, said, “We are delighted to join Evercore Wealth Management. The firm puts its clients first, delivering independent advice and customized investment solutions, and is free from many of the conflicts inherent in other financial services companies. That’s important to private investors in Florida and the Southeast.”
Julio Castro is a Wealth Advisor, providing comprehensive, goals-based wealth planning advice. Mr. Castro joins Evercore Wealth Management from GenSpring, where he led new business development and the integration of new clients in Florida, and was a member of the national leadership committee. Additionally, he has practiced as both an attorney and an accountant, specializing in estate and tax planning. He has 25 years of experience in wealth management.
Michael Cozene is a Wealth Advisor, serving clients throughout the Southeast with comprehensive, goals-based wealth planning. He is a member of the Evercore Wealth Management Strategic Planning Committee. Mr. 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. He has 25 years of experience in wealth management.
Arthur Noderer is a Portfolio Manager, with 34 years of experience in managing investment strategies for high net worth individuals, families and related institutions. Mr. Noderer joins Evercore Wealth Management from SunTrust Bank, where he worked for 18 years as an investment strategist. He is a Chartered Financial Analyst.
Evercore Wealth Management, LLC, a subsidiary of Evercore, serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, and trust and custody services. Evercore Wealth Management is a registered investment advisor with offices in New York, Minneapolis, San Francisco, Los Angeles and Tampa. The firm, which was founded in November 2008, manages client assets totaling $4.9 billion as of December 31, 2013. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank with $41.9 billion in assets under administration as of December 31, 2013.