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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.

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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.

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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.

Neza is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A. She works with high net worth individuals and families to provide comprehensive, goals-based wealth planning.

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She joined Evercore in 2023 from myCIO Wealth Partners, where she was a partner serving as lead financial counselor focused on complex estate and tax planning, executive benefits planning, and investment management.

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Prior to joining myCIO Wealth Partners, Neza worked at Cerity Partners and Deutsche Bank.

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Neza earned a B. A. in Italian Studies with a concentration in International Business from Georgetown University. She holds the CFP® and Certified Divorce Financial Analyst designations.