Flavia Araujo

Portföljförvaltare-Aktier på

Evercore Wealth Management LLC

Finance

Consumer Services

Profil

Ms. Flavia A. Trento, CFA MBA, is a Partner & Portfolio Manager at Evercore Wealth Management LLC.
She manages assets for high net worth families, foundations and endowments.
She works with financial innovators and executives, providing financial guidance and comprehensive, customized wealth management strategies.
Prior to joining Evercore in 2025, Ms. Trento worked as a private wealth advisor at Silicon Valley Bank, a division of First Citizens Bank.
She earlier worked as a portfolio manager at Northern Trust and, before that, at Highmark Capital Management.
She earned a B.A. in Political Economy of Industrial Societies from the University of California, Berkeley and an MBA from the University of California, Los Angeles.

Aktiva positioner av Flavia Araujo

Företag	Position	Start
Evercore Wealth Management LLC Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses.	Portföljförvaltare-Aktier	2025-05-01

Alla aktiva positioner av Flavia Araujo

Tidigare kända positioner av Flavia Araujo

Företag	Position	Slut
HighMark Capital Management, Inc. HighMark Capital Management, Inc. Investment ManagersFinance HighMark combines fundamental and quantitative analyses to build diversified equity portfolios that aim to outperform respective benchmarks. The firm provides a range of style-specific strategies using both internal and external managers. Their approach is a disciplined, consistent process to actively manage portfolios including equity, fixed income, liquidity management and multi-asset strategies. HighMark’s equity strategies seek to achieve attractive risk-adjusted returns over an investment cycle by outperforming their benchmark index in absolute returns while assuming less risk. The firm’s fixed income investment professionals utilize both a top down and bottom up investment process to build diversified fixed income portfolios that seek to capture investment opportunities by actively managing risk through the various stages of the business and economic cycle.	Portföljförvaltare-Aktier	2012-10-01
Kayne Anderson Rudnick Investment Management LLC Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance KAR offers a variety of actively managed equity and fixed-income strategies. Their investment philosophy focuses on the “high-quality” subset of the investable universe. They believe this emphasis on high-quality securities, anchored by fundamental research, will achieve attractive risk-adjusted returns for clients over a complete market cycle.	Företagsledare/Principal	-
Montgomery Asset Management LLC Montgomery Asset Management LLC Investment ManagersFinance Provides investment advice	Företagsledare/Principal	-

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Privata företag	6
Kayne Anderson Rudnick Investment Management LLC Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance KAR offers a variety of actively managed equity and fixed-income strategies. Their investment philosophy focuses on the “high-quality” subset of the investable universe. They believe this emphasis on high-quality securities, anchored by fundamental research, will achieve attractive risk-adjusted returns for clients over a complete market cycle.	Finance
HighMark Capital Management, Inc. HighMark Capital Management, Inc. Investment ManagersFinance HighMark combines fundamental and quantitative analyses to build diversified equity portfolios that aim to outperform respective benchmarks. The firm provides a range of style-specific strategies using both internal and external managers. Their approach is a disciplined, consistent process to actively manage portfolios including equity, fixed income, liquidity management and multi-asset strategies. HighMark’s equity strategies seek to achieve attractive risk-adjusted returns over an investment cycle by outperforming their benchmark index in absolute returns while assuming less risk. The firm’s fixed income investment professionals utilize both a top down and bottom up investment process to build diversified fixed income portfolios that seek to capture investment opportunities by actively managing risk through the various stages of the business and economic cycle.	Finance
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Evercore Wealth Management LLC Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses.	Finance
Montgomery Asset Management LLC Montgomery Asset Management LLC Investment ManagersFinance Provides investment advice	Finance