The Evercore Wealth Management San Francisco team delivers comprehensive and personalized wealth management, integrating wealth planning and investment strategy.
Titles listed represent Wealth Management services. Those with an asterisk (*) also provide Trust services. Please see complete bio for further details.
Tim is a Partner and Portfolio Manager in the San Francisco office of Evercore Wealth Management, serving West Coast families, foundations and endowments. He has over 20 years of investment experience.
He joined the firm in 2012, following the acquisition of Mt. Eden Investment Advisors, which he joined in 2004 as a founding partner. Previously, Tim was a portfolio manager at Weiss, Peck & Greer and, earlier, the director of research at Sand Hill Advisors and a research analyst at Verissimo Research & Management.
Tim received two B.A. degrees from UC Berkeley, in Political Economy and German, and a Masters in International Affairs and Finance from UC San Diego. He holds the Chartered Financial Analyst designation, as well as the Accredited Investment Fiduciary® designation. He is a member of the CFA Institute and the CFA Society San Francisco.
Andrew is a Director at the firm, where he supports the Equity Selection and Manager Selection Committees. He also conducts investment analytics for client portfolios.
Prior to joining Evercore Wealth Management, Andrew was a research analyst at Allianz Global Investors, where he supported the mid cap portfolio management team and other sector analysts. Previously, he was a senior associate at BayStreet Research, a boutique market research firm that focused on the wireless telecommunications industry.
Andrew received his B.A. in Economics from the University of California at Berkeley and his M.S. in Finance from the University of San Francisco. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco and the CFA Institute. He also serves on the board of the CCDC Legacy Foundation, which supports the mission of the Chinatown Community Development Center.
Todd is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., focused on financial planning and goals-based asset allocation for individuals and families.
Prior to joining Evercore in 2018, Todd was an investment associate at Fiduciary Trust International, the private wealth management subsidiary of Franklin Templeton. He previously worked as a client service analyst with Fiduciary Trust International serving high net worth individuals and foundations.
Todd received a B.A. in Economics and Political Science from the University of Colorado.
Keith is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management, and the head of Evercore Wealth Management’s San Francisco office.
He was previously the founding partner of Mt. Eden Investment Advisors, which was acquired by Evercore Wealth Management in 2012. He directed the firm’s strategy and served 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 B.A. in Economics from UC Berkeley and his M.B.A. 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 board of the San Francisco Symphony Youth Orchestra Committee and is past President of the San Francisco Estate Planning Council. He is a member of the Bay Area Financial Education Foundation, a member of The San Francisco Foundation Development and Donor Services Committee and a Director of the A.P. Giannini Foundation.
Justin Miller is a Partner and the National Director of Wealth Planning at Evercore Wealth Management, counseling advisors and clients on complex taxation, trusts and estates, charitable planning, and family governance issues. He additionally serves as a Senior Wealth and Fiduciary Advisor at the San Francisco office of Evercore Wealth Management and Evercore Trust Company.
Prior to joining Evercore in 2021, Justin was a national wealth strategist for 10 years at BNY Mellon. He previously was a managing director at Wells Fargo and began his career as a tax attorney at Sidley Austin.
Justin is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. He has served in leadership positions with the American Bar Association, California Bar Foundation, San Francisco Estate Planning Council, and State Bar of California, and is a former editor-in-chief of the California Tax Lawyer. Additionally, he is a past recipient of the Outstanding Conference Speaker Award from the California Society of CPAs and the V. Judson Klein Award from the California Tax Bar.
Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law. He also holds the Accredited Estate Planner® designation and CERTIFIED FINANCIAL PLANNER™ certification and is a member of the State Bar of California.
Judy is a Partner and Portfolio Manager at Evercore Wealth Management in San Francisco, managing investment portfolios for families, endowments and foundations. She is a member of the firm’s External Manager Selection Committee, which is responsible for the selection, due diligence and monitoring of all third-party investment managers.
Prior to joining Evercore, Judy was a vice president at U.S. Trust, and a senior portfolio manager at Charter Financial Group, Inc. in Washington, D.C.
She 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 the Chartered Financial Analyst designation. She is a member of the CFA Institute and the CFA Society of San Francisco, and also serves on the Board of Trustees of Santa Catalina School.
Iain is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management. He is a member of the firm’s Investment Policy Committee and a member of the firm’s investment decision-making body, the Asset Allocation Committee. Additionally, he is a member of the External Manager Selection Committee, which is responsible for the selection, due diligence and monitoring of all third-party investment managers. In this capacity, he is primarily responsible for conducting research and due diligence on passive and “smart-beta” investment vehicles, as well as on socially responsible and impact investing.
Prior to joining Evercore in 2009, Iain was a senior vice president at U.S. Trust, advising clients on financial planning issues, including tax efficient asset allocation and investment strategies, estate and wealth transfer planning, liability analysis, and cash flow planning.
Iain received a B.A. from San Francisco State University and an M.B.A. from the Graziadio School of Business at Pepperdine University.
Erica Sloan is a Vice President and Wealth & Fiduciary Advisor at the San Francisco office at Evercore Wealth Management and Evercore Trust Company, N.A., providing client support in the fiduciary administration, wealth management and financial planning disciplines.
Prior to joining Evercore in 2023, she worked five years at WealthValues, LLC, an independent registered investment advisory firm, and she was most recently a wealth advisor there on a team responsible for delivering wealth management financial planning services for high to ultra high net worth clients. Before entering this field, she practiced family law.
Erica received her B.A. in Political Science from the University of Washington and a J.D., with honors, from Seattle University School of Law. Erica holds a CFP® certification and is a member of the State Bar of California and the Washington State Bar Association.
Edith is a Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., focused on client service and portfolio administration. She has 20 years of experience in investment management.
She joined Evercore in 2012 with the acquisition of Mt. Eden Investment Advisors. Prior to joining Mt. Eden in 2008, she worked at Charles Schwab & Co., specializing in client service and portfolio consultation.
She earned a B.A. in Psychology from the University of California, Berkeley. Edith also holds a CFP® certification and is a member of the Financial Planning Association.
Bill is a Partner and Portfolio Manager and a member of the Evercore Wealth Management Equity Selection Committee. He has over 20 years of experience in managing multi-asset class portfolios for families, endowments and foundations.
Bill joined Evercore in 2009 from U.S. Trust where he worked for five years as a senior vice president and portfolio manager. He was previously a portfolio manager and securities analyst at Harris Bretall in San Francisco, where he served on the firm’s strategy committee and managed the growth equity fund.
Bill earned a B.A. from U.C. Berkeley and a J.D. from U.C. Berkeley’s Boalt Hall School of Law. He is a member of the California Bar Association and holds a Chartered Financial Analyst designation.
You can download our brochure from the link - Brochure 2013.