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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evercore Wealth Management, LLC | Partner | Apr 2025 to Present | — |
| Silicon Valley Bank | Managing Director, Private Wealth Advisor | Aug 2021 to Apr 2025 | — |
| Northern Trust | Senior Vice President and Senior Portfolio Manager | Oct 2012 to Aug 2021 | — |
| Highmark Capital Management | VP, Senior Research Analyst and Portfolio Manager | Feb 2004 to Sep 2012 | — |
| Montgomery Asset Management | Analyst, Global Equities | Aug 2000 to Jul 2002 | — |
| Kayne Anderson Rudnick | Senior International Analyst | Aug 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
Others at Evercore Wealth Management, LLC (22)
| Name | Role | Location |
|---|---|---|
A Amy Wu | Analyst | NY , United States |
| Portfolio Manager | Saddle River, NJ , United States | |
B Bruce Elwell | Sr. Advisor; Retired Partner, Portfolio Manager | San Francisco, CA , United States |
| Portfolio Investment Analyst | New York, NY , United States | |
C Charles Ryan | Partner | New York, NY , United States |
J Jay Springer | Partner, Portfolio Manager | Allendale, NJ , United States |
| Partner | New York, NY , United States | |
| Analyst | New York, NY , United States | |
| Partner, Portfolio Manager | New York, NY , United States | |
S Stephanie Hackett | Partner | New York, NY , United States |