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Tim is a Partner and Portfolio Manager in the San Francisco office of Evercore Wealth Management, serving West Coast families, foundations and endowments. He has over 20 years of investment experience.
He joined the firm in 2012, following the acquisition of Mt. Eden Investment Advisors, which he joined in 2004 as a founding partner. Previously, Tim was a portfolio manager at Weiss, Peck & Greer and, earlier, the director of research at Sand Hill Advisors and a research analyst at Verissimo Research & Management.
Tim received two B.A. degrees from UC Berkeley, in Political Economy and German, and a Masters in International Affairs and Finance from UC San Diego. He holds the Chartered Financial Analyst designation, as well as the Accredited Investment Fiduciary® designation. He is a member of the CFA Institute and the CFA Society San Francisco.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25
