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.
Bruce is a Partner and Portfolio Manager at Evercore Wealth Management, working directly with families, endowments and foundations on asset allocation strategy. He is a member of the Evercore Wealth Management Equity Selection Committee.
He joined Evercore in 2009 from U.S. Trust, where he managed multi-asset class portfolios for individual clients and supervised client-facing portfolio managers on the West Coast. He previously served as a regional chief investment officer for Chicago’s Harris Private Bank for 12 years.
Bruce received his B.A., magna cum laude, from Princeton University. He is a member of the San Francisco Financial Analysts’ Society.
Andrew is a Vice President 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.
Bill is a Managing Director and a Wealth & Fiduciary Advisor at Evercore Wealth Management in San Francisco. He has 38 years of investment and operations experience, including eight years in trust administration.
He joined Evercore in 2012 with the acquisition of the Mt. Eden Investment Advisors team. He joined Mt. Eden in 2005 and was responsible for managing the firm’s investment operations and compliance. He previously worked for 12 years at Harris Bretall Sullivan & Smith as the head of compliance and the chief administrative officer.
Bill earned a B.A. in History from UC Davis.
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 Board Member of the Bay Area Financial Education Foundation, and a member of The San Francisco Foundation Development Committee.
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.
Hoa Phan is a Vice President at the firm, providing client support in the fiduciary administration, wealth management and financial planning disciplines. Prior to joining Evercore in 2015, she spent three years as a client service associate at Stifel Nicolaus – Private Client Group.
She received her B.A. from the University of California, San Diego and her J.D. from the University of San Francisco School of Law. She is a member of the State Bar of California.
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. He serves on the finance committee and is a board member of the Napa Valley Community Foundation.
Edith is a Vice President 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 the Certified Financial Planner license 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.
Dien Yuen is a Managing Director and Wealth & Fiduciary Advisor in the San Francisco office of Evercore Wealth Management, working with families, foundations and endowments along the West Coast.
Dien joined Evercore in 2018 from Kordant Philanthropy Advisors, where she was the managing director, responsible for the firm’s strategic direction. Prior to joining Kordant in 2013, Dien served as Chief Philanthropy Officer at Give2Asia, and earlier, as a senior trust officer at U.S. Trust. She has also worked at IIT Bombay Heritage Fund, Asian Pacific Fund, and the American Cancer Society.
She has a B.A. from Adrian College, a J.D. from the University of Toledo College of Law, and an LL.M. in International Law from Golden Gate University School of Law. She holds the Chartered Advisor in Philanthropy (CAP) designation.
Dien serves as co-chair of OneVietnam Network and is on the advisory board of Philanthropic Ventures Foundation.
You can download our brochure from the link - Brochure 2013.