Evercore Wealth Management

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Evercore Inks Buy of Mt. Eden Investment Advisors

Posted on: November 7, 2012 by Luisa BeltranNo Comments »

Evercore Wealth Management, a unit of Evercore Partners, said Wednesday that it has agreed to buy Mt. Eden Investment Advisors. Financial terms were not announced. San Francisco-based Mt. Eden is a wealth management firm with $645 million in client assets as of Sept. 30. The firm also named three new partners: Keith Williams, Mt. Eden’s founder, CEO and chief investment officer; Tim Barrett, a Mt. Eden founding principal; and Michael O’Brien, a Mt. Eden senior portfolio manager. The sale to Evercore is expected to close in fourth quarter.

Tags: Evercore Partners, Evercore Wealth Management

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Evercore Inks Buy of Mt. Eden Investment Advisors

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