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Judith McDonald Moses

Partner, Portfolio Manager

Judy Moses has nineteen years of experience in the investment management industry. Prior to joining Evercore Wealth Management, Judy was a Vice President at U.S. Trust, Bank of America Wealth Management managing investment portfolios for individual clients. Previously Judy worked at Charter Financial Group, Inc. in Washington, D.C. as a senior portfolio manager. Ms. Moses has also founded and worked at her own investment management firm. Judy received a B.A. in Economics from U.C. Berkeley and an M.B.A. from Georgetown University's McDonough School of Business. She is a member of the CFA Institute and the CFA Society of San Francisco. Judy also serves on the alumnae board of Santa Catalina School in Monterey, California.

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Recent Transactions

  • October 2014

    Occidental Petroleum Corporation

    Advising Occidental Petroleum Corporation on the spin-off of its California oil and gas business, California Resources Corporation
  • September 2014

    Athlon Energy

    Advising Athlon Energy on its $7.1 billion sale to Encana Corporation
  • August 2014

    Tribune Media Company

    Advised Tribune Media Company on the $545 million spin-off of Tribune Publishing Company