The Evercore Wealth Management Los Angeles team delivers comprehensive and personalized wealth management, integrating wealth planning and investment strategy.
Keith joined Evercore Wealth Management in 2012 as the head of the West Coast region. He was previously the founding partner of Mt. Eden Investment Advisors, directing all aspects of the firm’s strategy and serving as the chief investment officer and lead wealth strategy advisor. Keith has 31 years of experience in wealth management.
Prior to founding Mt. Eden in 2004, he was a managing director at Weiss, Peck & Greer, responsible for the firm’s West Coast private client group. Previously, he worked at Scudder, Stevens & Clark.
Keith earned his BA in Economics from UC Berkeley and his MBA from the UCLA Anderson Graduate School of Management. He holds the Certified Financial Planner license, the Chartered Financial Analyst designation, and the Accredited Investment Fiduciary designation.
He serves on the boards of the Mills Peninsula Hospital Foundation as the Treasurer, the San Francisco Symphony Youth Orchestra Committee and is Vice President of the San Francisco Estate Planning Council. He is a member of the Mills Peninsula Hospital Foundation Philanthropic Council, an Advisory Board Member of the Bay Area Financial Education Foundation and co-chair of The San Francisco Foundation Professional Advisors Council. Keith is a past President of the CFA Society of San Francisco, past board member of CuriOdyssey at Coyote Point and the Cypress String Quartet.
You can download our brochure from the link - Brochure 2013.