Winnie Yam
Winnie is a Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, serving high net worth families. Prior to joining Evercore in 2025, Winnie worked as a private wealth advisor at Silicon Valley Bank, a division of First Citizens Bank. She previously worked at Northern Trust. Winnie is a graduate […]
William Vaughn
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 […]
Edith Tse
Edith is a Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A. She has 19 years of experience providing wealth planning services to individuals, families, foundations, and endowments. She joined Evercore in 2012 with the acquisition of Mt. Eden Investment Advisors. Prior to joining Mt. Eden in 2008, she […]
Flavia Araujo Trento
Flavia is a Partner and Portfolio Manager at Evercore Wealth Management, managing assets for high net worth families, foundations and endowments. She works with financial innovators and executives, providing financial guidance and comprehensive, customized wealth management strategies. Prior to joining Evercore in 2025, Flavia worked as a private wealth advisor at Silicon Valley Bank, a […]
Erica Sloan
Erica is a Director and Wealth & Fiduciary Advisor at the San Francisco office at Evercore Wealth Management and Evercore Trust Company, N.A., providing client support in the fiduciary administration, wealth management and financial planning disciplines. Prior to joining Evercore in 2023, she worked five years at WealthValues, LLC, an independent registered investment advisory firm, […]
Iain Silverthorne
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 […]
Keith McWilliams
Keith is a Partner at Evercore Wealth Management. 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 […]
Todd McPherson
Todd is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., focused on financial planning and goals-based asset allocation for individuals and families. Prior to joining Evercore in 2018, Todd was an investment associate at Fiduciary Trust International, the private wealth management subsidiary of Franklin Templeton. He […]
Andrew Huang
Andrew is a Director and Portfolio Manager at Evercore Wealth Management, managing investment assets for families, foundations, and endowments. He is also a member of the Equity Selection and Manager Selection Committees with experience conducting due diligence on companies and external fund managers. Prior to joining Evercore Wealth Management, Andrew was a research analyst at […]
Judith McDonald Moses
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 […]
