Richard Dileo

Richard DiLeo is a seasoned tax professional with extensive experience in fiduciary tax management. Currently serving as Fiduciary Tax Manager at Evercore Trust Company, N.A. since January 2019, Richard previously held similar managerial positions at Morgan Stanley Private Bank, NA, and Merrill Lynch Trust Company, where responsibilities included overseeing tax compliance and leading teams to enhance operational efficiencies. Richard began the career at Morgan Stanley Trust, NA, focusing on tax return preparations and compliance analysis. Richard holds a BA in English and Political Science from Rutgers University–New Brunswick and a Master of Accountancy in Taxation from Rutgers Business School.