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Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa Email & Phone Number

Partner, Wealth Management at Evercore Wealth Management, LLC
Location: Palm Beach, Florida, United States 6 work roles 4 schools
1 work email found @ustrust.com 1 phone found area 646 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email a****@ustrust.com
Direct phone (646) ***-****
LinkedIn Profile matched
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Current company
Evercore Wealth Management, LLC
Role
Partner, Wealth Management
Location
Palm Beach, Florida, United States
Company size
83 employees

Who is Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa? Overview

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Quick answer

Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa is listed as Partner, Wealth Management at Evercore Wealth Management, LLC, a with 83 employees, based in Palm Beach, Florida, United States. AeroLeads shows a work email signal at ustrust.com, phone signal with area code 646, and a matched LinkedIn profile for Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa.

Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa previously worked as Managing Director & Senior Portfolio Manager at U.S. Trust and Assistant Professor of Applied Finance & Accounting at Palm Beach Atlantic University. Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa holds Masters Degree, Financial Technology & Analytics from Wake Forest University.

Company email context

Email format at Evercore Wealth Management, LLC

This section adds company-level context without repeating Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa's masked contact details.

*@ustrust.com
68% confidence

AeroLeads found 1 current-domain work email signal for Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa. Compare company email patterns before reaching out.

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Profile bio

About Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa

Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa is a Partner, Wealth Management at Evercore Wealth Management, LLC. He possess expertise in portfolio management, alternative investments, asset allocation, investments, wealth management and 18 more skills. He is proficient in Spanish.

Listed skills include Portfolio Management, Alternative Investments, Asset Allocation, Investments, and 19 others.

Current workplace

Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Evercore Wealth Management, LLC
Evercore Wealth Management, Llc
Partner, Wealth Management
new york, new york, united states
Website
evercorewealthmanagement.com
Employees
83
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Company profile
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6 roles

Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa work experience

A career timeline built from the work history available for this profile.

Managing Director & Senior Portfolio Manager

U.S. Trust

Manage investment portfolios for private bank clients.

Jun 2007 - Aug 2018

Assistant Professor Of Applied Finance & Accounting

Palm Beach Atlantic University

Taught undergraduate level accounting and finance courses. Concurrent with Crestmark Investment Management experience.

Jan 2005 - Aug 2007

President

Crestmark Investment Management, Inc.

Founded investment company responsible for managing proprietary global-macro hedge fund. Concurrent with Assistant Professor position at Palm Beach Atlantic University.

Aug 2004 - Jun 2007

Vice President Financial Advisor

Genspring Family Offices

Financial advisor to UHNW clients of multi-family office.

Sep 2001 - Aug 2004

Senior Investment Analyst

Investment Consulting Group, Inc.

Performed due diligence on traditional and alternative investment managers. Developed asset allocation strategies for HNW client portfolios.

Aug 1998 - Aug 2000
Team & coworkers

Colleagues at Evercore Wealth Management, LLC

Other employees you can reach at evercorewealthmanagement.com. View company contacts for 83 employees →

SH Stephanie Hackett Stephanie Hackett Colleague at Evercore Wealth Management, LlcNew York, United States View → MS Mike Seppelt, Cfa Mike Seppelt, Cfa Colleague at Evercore Wealth Management, LlcMinneapolis, Minnesota, United States View → CD Conall Duffin Conall Duffin Colleague at Evercore Wealth Management, LlcNew York, United States View → VI Victoria Iglesias Kaufman Victoria Iglesias Kaufman Colleague at Evercore Wealth Management, LlcTampa, Florida, United States View → JM Judy Mcdonald Moses Judy Mcdonald Moses Colleague at Evercore Wealth Management, LlcUnited States View → TB Tim Barrett, Cfa, Aif® Tim Barrett, Cfa, Aif® Colleague at Evercore Wealth Management, LlcSan Francisco, California, United States View → BE Bruce Elwell Bruce Elwell Colleague at Evercore Wealth Management, LlcSan Francisco, California, United States View → MF Meredith Fisher Meredith Fisher Colleague at Evercore Wealth Management, LlcTampa, Florida, United States View → TO Thomas Olchon Thomas Olchon Colleague at Evercore Wealth Management, LlcNew York, United States View → PL Pamela Lundell Pamela Lundell Colleague at Evercore Wealth Management, LlcMinneapolis, Minnesota, United States View →
4 education records

Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa education

FAQ

Frequently asked questions about Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa

Quick answers generated from the profile data available on this page.

What company does Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa work for?

Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa works for Evercore Wealth Management, LLC.

What is Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa's role at Evercore Wealth Management, LLC?

Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa is listed as Partner, Wealth Management at Evercore Wealth Management, LLC.

What is Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa's email address?

AeroLeads has found 1 work email signal at @ustrust.com for Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa at Evercore Wealth Management, LLC.

What is Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 646 for Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa at Evercore Wealth Management, LLC.

Where is Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa based?

Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa is based in Palm Beach, Florida, United States while working with Evercore Wealth Management, LLC.

What companies has Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa worked for?

Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa has worked for Evercore Wealth Management, Llc, U.S. Trust, Palm Beach Atlantic University, Crestmark Investment Management, Inc., and Genspring Family Offices.

Who are Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa's colleagues at Evercore Wealth Management, LLC?

Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa's colleagues at Evercore Wealth Management, LLC include Stephanie Hackett, Mike Seppelt, Cfa, Conall Duffin, Victoria Iglesias Kaufman, and Judy Mcdonald Moses.

How can I contact Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa?

You can use AeroLeads to view verified contact signals for Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa at Evercore Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa attend?

Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa holds Masters Degree, Financial Technology & Analytics from Wake Forest University.

What skills is Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa known for?

Aldo Palles, Cfa, Caia, Cmt, Cfp®, Ctfa is listed with skills including Portfolio Management, Alternative Investments, Asset Allocation, Investments, Wealth Management, Investment Strategies, Finance, and Wealth Management Services.

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