Judy Moses

Portfolio Manager-Equities at Evercore Wealth Management LLC

Finance

Consumer Services

Profile

Ms. Judith M.
Moses, CFA MBA, is a Partner & Portfolio Manager at Evercore Wealth Management LLC.
She manages 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, Ms. Moses was a vice president at U.S.
Trust, and a senior portfolio manager at Charter Financial Group, Inc. in Washington, D.C.
Ms. Moses 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.

Judy Moses active positions

Companies	Position	Start
Evercore Wealth Management LLC Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP.	Portfolio Manager-Equities	2009-05-31

All active positions of Judy Moses

Former positions of Judy Moses

Companies	Position	End
United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	Corporate Officer/Principal	-
Charter Financial Group, Inc. (Maryland) Charter Financial Group, Inc. (Maryland) Investment ManagersFinance Charter Financial Group, Inc. is a registered investment advisor located in Washington, DC.	Portfolio Manager-Equities	-

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Training of Judy Moses

University of California, Berkeley	Undergraduate Degree
McDonough School of Business	Masters Business Admin

Experiences
Positions held

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Private companies

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Connections

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1st degree connections

1st degree companies

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Linked companies

Private companies	3
Charter Financial Group, Inc. (Maryland) Charter Financial Group, Inc. (Maryland) Investment ManagersFinance Charter Financial Group, Inc. is a registered investment advisor located in Washington, DC.	Finance
Evercore Wealth Management LLC Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP.	Finance
United States Trust Co., NA United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.	Finance

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