Keith McWilliams

Partner

San Francisco

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 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. Previously, he worked at Scudder, Stevens & Clark.

Keith earned his B.A. in Economics from UC Berkeley and his M.B.A. 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. He 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. Gianni Foundation.

He 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.