Julio Castro
- Role
- Partner at Evercore Wealth Management
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
Experience
Partner
Apr 2014 — Present
Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering: customized investment management; financial planning; consolidated reporting; trust and custody services; and risk management. Additionally, the firm also works with families to develop the skills of the next generation around the family’s wealth and provides philanthropic advisory services. The firm is a Registered Investment Advisor with offices in New York, Minneapolis, San Francisco, Los Angeles and Tampa. Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A, a national trust bank. More information can be found at
Skills
- Tax
- Hedge Funds
- Asset Allocation
- Alternative Investments
- Wealth Management
- High Net Worth Individuals
- Estate Planning
- Investment Advisory
- Wealth Management Services
- Asset Management
- Fund of Funds
- Investment Management
- Private Equity
- Family Office
- Investment Strategies
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