Profiel
Mr. Michael Cozene is Partner & Wealth Advisor at Evercore Wealth Management LLC.
Mr. Cozene joined Evercore Wealth Management in 2014 from GenSpring Family Offices in Florida, where he led business development and spearheaded wealth planning and family office services for the firm’s ultra-high net worth clients.
Prior to joining GenSpring in 2001, he served as an advisor to ultra high-net-worth families at Sun Trust.
He has 25 years of experience in wealth management.
Mr. Cozene earned his B.S.
degree from Florida State University, with a concentration in finance and accountancy.
Eerdere bekende functies van Michael Cozene
| Bedrijven | Functie | Einde |
|---|---|---|
GFO Advisory Services LLC
 GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Corporate Officer/Principal | 31-12-2013 |
| SUNTRUST BANKS | Corporate Officer/Principal | - |
Opleiding van Michael Cozene
| Florida State University | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Finance |
SunTrust Banks, Inc.
 SunTrust Banks, Inc. Regional BanksFinance SunTrust Banks, Inc. is a bank and financial holding company that engages in the provision of financial services. It offers deposit, credit, mortgage banking, trust and investment, asset management, securities brokerage, and capital market services. It operates through the following segments: Consumer, Wholesale, and Corporate Other. The Consumer segment consists of consumer banking, lending, wealth management, and mortgage banking services. The Wholesale segment relates to advisory, capital raising, and financial risk management; commercial and business banking, commercial real estate; as well as treasury and payment solutions. The Corporate Other segment covers management of the company's investment securities portfolio, long-term debt, end user derivative instruments, short-term liquidity and funding activities, balance sheet risk management, and most real estate assets. The company was founded in July 12, 1984 and is headquartered in Atlanta, GA. | Finance |
