Michael Cozene
Partner at Evercore Wealth Management, LLC
- Role
- Partner at Evercore Wealth Management
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
Experience
Partner
Apr 2014 — Present · Tampa/St. Petersburg, FL, US
Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, and trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A, a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts.
Skills
- Financial Services
- Wealth Management
- Strategic Financial Planning
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