We work with each client to define and develop clear portfolio objectives and design an appropriate asset allocation and investment plan to meet those objectives. It is our belief that a measured amount of risk, disiplined security selection, appropriate diversification and long-term focus serve our clients best.
Judith McDonald Moses
Partner, Portfolio Manager
Evercore Wealth Management LLC
415.229.8081
moses@evercore.com
Judy is an Equity Portfolio Manager. She is a member of the Equity Selection and Diversified Market Hedges Committees. Judy joined Evercore Wealth Management with 19 years of experience in the financial services industry managing investment portfolios for high net worth families and institutional clients.
Prior to joining Evercore Wealth Management, Judy was a Vice President at U.S. Trust, and a Senior Portfolio Manager at Charter Financial Group, Inc. in Washington, D.C.
Judy received a B.A. in Economics from the University of California - Berkeley, an M.B.A. from Georgetown University's McDonough School of Business and holds a Chartered Financial Analyst designation. She is a member of the CFA Institute and the CFA Society of San Francisco, and also serves on the alumnae board of the Santa Catalina School.