Edith is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., focused on client service and portfolio administration. She has 20 years of experience in investment management.
She joined Evercore in 2012 with the acquisition of Mt. Eden Investment Advisors. Prior to joining Mt. Eden in 2008, she worked at Charles Schwab & Co., specializing in client service and portfolio consultation.
She earned a B.A. in Psychology from the University of California, Berkeley. Edith also holds a CFP® certification and is a member of the Financial Planning Association.
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