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Flavia Araujo Trento

Partner at Evercore Wealth Management, LLC

San Francisco, CA , United States

About

Flavia Araujo Trento is a Partner and Portfolio Manager at Evercore Wealth Management, based in San Francisco. In this role, she manages assets for high net worth families, as well as for foundations and endowments, providing tailored investment solutions and holistic wealth management strategies. Her specific areas of focus include multi-asset class portfolio construction, with expertise in equities, fixed income, and alternative investments for sophisticated clients.

Before joining Evercore, Flavia served as a Private Wealth Advisor at Silicon Valley Bank and as Senior Vice President and Senior Portfolio Manager at Northern Trust. Her career has centered on advising clients in the technology, venture, and entrepreneurial sectors, with extensive experience in managing concentrated stock positions, philanthropic portfolios, and trust assets.

Flavia holds a Master of Business Administration in Finance from UCLA Anderson School of Management and a Bachelor of Arts from the University of California, Berkeley. She is a CFA charterholder, with a reputation for delivering fiduciary advice and custom portfolio management to complex client situations in the Bay Area’s innovation economy.

Career History

OrganizationRoleDate RangeDetails
Evercore Wealth Management, LLCPartnerApr 2025 to Present
Silicon Valley BankManaging Director, Private Wealth AdvisorAug 2021 to Apr 2025
Northern TrustSenior Vice President and Senior Portfolio ManagerOct 2012 to Aug 2021
Highmark Capital ManagementVP, Senior Research Analyst and Portfolio ManagerFeb 2004 to Sep 2012
Montgomery Asset ManagementAnalyst, Global EquitiesAug 2000 to Jul 2002
Kayne Anderson RudnickSenior International AnalystAug 1997 to Aug 2000

Education

UCLA Anderson School of Management

Master of Business Administration, Finance

1995 1997

University of California, Berkeley

Bachelor of Arts

1986 1990

Skills & Expertise

Equities
Portfolio Management
Financial Modeling
Industry Analysis
Equity Research
Asset Management
Equity Valuation
Research
Hedge Funds
Asset Allocation
Alternative Investments
Investments
Valuation
Competitive Analysis
Securities
Mutual Funds
Management
Fixed Income
Financial Services

Others at Evercore Wealth Management, LLC (22)

NameRoleLocation
A
Amy Wu
AnalystNY , United States
Brian Pollak
Brian Pollak
Portfolio ManagerSaddle River, NJ , United States
B
Bruce Elwell
Sr. Advisor; Retired Partner, Portfolio ManagerSan Francisco, CA , United States
Caroline Martelly
Caroline Martelly
Portfolio Investment AnalystNew York, NY , United States
C
Charles Ryan
PartnerNew York, NY , United States
J
Jay Springer
Partner, Portfolio ManagerAllendale, NJ , United States
Kate Mulvany
Kate Mulvany
PartnerNew York, NY , United States
Madison Schenone
Madison Schenone
AnalystNew York, NY , United States
Michael Kirkbride
Michael Kirkbride
Partner, Portfolio ManagerNew York, NY , United States
S
Stephanie Hackett
PartnerNew York, NY , United States
Showing 1-10 of 22 team members