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Flavia is a Partner and Portfolio Manager at Evercore Wealth Management, managing 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, Flavia 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.
Flavia 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. She holds the Chartered Financial Analyst and Certified Private Wealth Advisor designations.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25
