Belinda Micu
Belinda is a Managing Director and Head of Technology Strategy & Investment Reporting at Evercore Wealth Management and Evercore Trust Company. She leads platform migration, data strategy, performance reporting and the identification of evaluating technology tools. Belinda joined Evercore Wealth Management in June, 2025 from Ridgeline, where she worked as the director of consulting. She […]
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 […]
J.R. McDermott
Richard (J.R.) is a Director at Evercore Wealth Management, based in Vero Beach. He works with the firm’s Palm Beach and Tampa offices to develop long-term client and advisor relationships throughout Florida. J.R. joined Evercore in 2024. Prior to joining the firm, he worked as a lead fixed income underwriter at Jefferies Financial Group and […]
Thomas Mahowald
Tom is a Managing Director and Portfolio Manager at Evercore Wealth Management. He is a member of the firm’s Investment Policy Committee. He joined Evercore from U.S. Trust, Bank of America Private Wealth Management, where he worked as a senior portfolio manager. Previously, he served as the chief investment officer at Great Northern Capital, an […]
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 […]
Aldo Palles
Aldo is a Partner and Portfolio Manager at the Palm Beach office of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., delivering global investment management to families, foundations and endowments. He joined Evercore Wealth Management in 2018 from U.S. Trust, Bank of America Private Wealth Management, where he served as a […]
Thomas Olchon
Tom is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A. He works with families, foundations and endowments and their other trusted advisors, delivering comprehensive planning and fiduciary services. He joined Evercore in 2018 from Bessemer Trust, where he led a team responsible for delivering the firm’s […]
Kate Mulvany
Kate is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A. She works with families, foundations and endowments and their other trusted advisors to provide comprehensive, multi-generational wealth planning and fiduciary advice to our clients’ families. She is a member of Evercore Trust Company’s […]
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 […]
