Employer stock contributions properly structured for prohibited transaction provisions of ERISA
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Julio Castro

Wealth & Fiduciary Advisor, Managing Director

Biographical Info

Julio Castro serves as a Wealth & Fiduciary Advisor at Evercore Trust and at Evercore Wealth Management. Prior to joining Evercore in 2014, he led new business development and client integration in the GenSpring Family Office in Florida and was a member of the national leadership committee.
 
Additionally, he has practiced as an attorney, specializing in estate and tax planning, and trust litigation, and as an accountant, focused on individual and trust estate planning.
 
Mr. Castro earned his B.A. from the University of South Florida and his J.D. from University of Florida’s Levin College of Law.

813.313.1192

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