Judith McDonald Moses

Partner, Portfolio Manager

San Francisco

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 vice president at U.S. Trust, and a senior portfolio manager at Charter Financial Group, Inc. in Washington, D.C.

She received a B.A. in Economics from the University of California – Berkeley, an M.B.A. from Georgetown University’s McDonough School of Business, and holds the Chartered Financial Analyst designation. She is 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.