Keith McWilliams is a partner and wealth & fiduciary advisor at Evercore Wealth Management. He heads the San Francisco office.
Previously, Mr. McWilliams was the founding partner of Mt. Eden Investment Advisors, 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. He has over 30 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, and earlier worked at Scudder, Stevens & Clark.
Mr. McWilliams 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.
Mr. McWilliams earned his B.A. in economics from U.C. Berkeley and his MBA 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.