Employer stock contributions properly structured for prohibited transaction provisions of ERISA
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Michael Cozene

Wealth & Fiduciary Advisor, Managing Director

Biographical Info

Michael Cozene serves as a Wealth & Fiduciary Advisor at Evercore Trust and at Evercore Wealth Management. Prior to joining Evercore in 2014, he led business development at GenSpring Family Office in Florida and spearheaded wealth planning and family office services for the firm’s ultra-high net worth clients. He additionally served as an advisor to ultra-high net worth families at Sun Trust.
 
Mr. Cozene earned his B.S. from Florida State University, with a concentration in finance and accountancy.

Work 4030 Boy Scout Boulevard Tampa FL 33607 813.313.1193

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