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.