Alberto Ruiz

Alberto Ruiz, CFA, is an Associate at Evercore Wealth Management, LLC in New York, NY, where he is responsible for supporting portfolio management, conducting investment research, and assisting in the development of client investment strategies. In his role, he collaborates with senior advisors to construct and monitor multi-asset class portfolios tailored to high-net-worth clients, ensuring alignment with their financial objectives.

Alberto has a strong background in wealth management, having advanced through roles as Analyst and Portfolio Investment Assistant since joining Evercore in 2020. His responsibilities have spanned client service, portfolio execution, and research across a diverse range of asset classes including equities, fixed income, and alternative investments. Previously, he worked in roles related to financial services and real estate research, further broadening his experience in the investment industry.

He holds a Bachelor’s degree in Finance and Financial Management Services from The University of Texas at Austin’s McCombs School of Business. Alberto is recognized as a CFA charterholder, demonstrating a high level of expertise in investment analysis and portfolio management. His specialized focus is on constructing multi-asset portfolios for high-net-worth individuals and families, with particular attention to risk management and long-term wealth preservation.