Our Team

Judith McDonald Moses

  • Partner, Portfolio Manager
  • Wealth Management
  • San Francisco

Judy McDonald Moses 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, responsible for the selection, due diligence and monitoring of all third-party investment managers.

Prior to joining Evercore, Ms. Moses was a vice president at U.S. Trust, and a senior portfolio manager at Charter Financial Group in Washington, D.C.

Ms. Moses earned a B.A. in economics from the University of California, Berkeley, an MBA from Georgetown University’s McDonough School of Business. She is a chartered financial analyst, 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.