FLORIDA ATLANTIC UNIVERSITY®
Aldo Palles

Aldo Palles

Adjunct Faculty
Executive Education

Biography

Aldo Palles | Managing Director, Portfolio Manager

Mr. Palles is a Managing Director and Portfolio Manager at the Palm Beach office of Evercore Wealth Management, delivering global investment management to families, foundations and endowments.

Aldo joined Evercore Wealth Management in 2018 from U.S. Trust, Bank of America Private Wealth Management, where he served as a managing director and senior portfolio manager. Prior to joining U.S. Trust in 2007, he served as the chief investment officer of Crestmark Investment Management in Jupiter, Florida, and worked as a financial advisor at GenSpring Family Offices in Palm Beach.

Aldo was previously an assistant professor of Applied Finance and Accounting at Palm Beach Atlantic University and is currently an instructor in the CFA Level I certification program at Florida Atlantic University.

Education

  • MS (2016) Finance, University of Miami
  • MAC (2001) Accountancy, University of Denver
  • BS (1994) Business Administration and Finance, Florida International University

Certifications

  • Certified Financial Planner
  • Certified Trust & Fiduciary Advisor
  • Chartered Market Technician
  • Chartered Alternative Investments Analyst
  • Chartered Financial Analyst

Research Interests

  • Corporate Financial Reporting, Financial Statement Analysis, Security Valuation, Portfolio Management
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