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Keith Bradford McWilliams
Private Equity Investor at Evercore Capital Partners
Keith Bradford McWilliams active positions
Companies | Position | Start | End |
---|---|---|---|
Evercore Capital Partners
![]() Evercore Capital Partners Investment ManagersFinance Evercore Capital Partners (Evercore Capital) is a private equity subsidiary of Evercore Group LLC founded in 1996 by Roger C. Altman. The firm is headquartered in New York. | Private Equity Investor | 31/12/2011 | - |
Career history of Keith Bradford McWilliams
Former positions of Keith Bradford McWilliams
Companies | Position | Start | End |
---|---|---|---|
Mt. Eden Investment Advisors LLC
![]() Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Chief Investment Officer | 31/12/2003 | 26/02/2013 |
Founder | 23/06/2010 | 26/02/2013 | |
Portfolio Manager-Equities | 21/11/2010 | 26/02/2013 | |
Portfolio Manager-Fixed Income | 21/11/2010 | 26/02/2013 | |
President | 23/06/2010 | 26/02/2013 | |
Robeco Weiss, Peck & Greer Investments
![]() Robeco Weiss, Peck & Greer Investments Investment ManagersFinance A subsidiary of Robeco Investment Management, Robeco Weiss, Peck & Greer Investments is an investment adviser headquartered in New York City with an additional office in Menlo Park, California. The firm was founded in 1970. Their ultimate parent is Cooperative Centrale Raiffeisen Boerenleenbank. | Portfolio Manager-Equities | - | 29/03/1998 |
Scudder Stevens & Clark Inc | Corporate Officer/Principal | - | - |
San Francisco Symphony
![]() San Francisco Symphony Movies/EntertainmentConsumer Services San Francisco Symphony provides symphony orchestra presentations. The firm enriches, serves, and shapes cultural life throughout the spectrum of bay area communities. It offers performer’s series, south bay, organ and chorus concerts, open rehearsals, chamber music, youth orchestra concerts, family-friendly concerts and special events. The company was founded in 1911 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - | - |
Training of Keith Bradford McWilliams
University of California, Berkeley | Undergraduate Degree |
Anderson School of Management | Masters Business Admin |
Statistics
International
United States | 8 |
Operational
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 2 |
Chief Investment Officer | 1 |
Sectoral
Finance | 5 |
Consumer Services | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Robeco Weiss, Peck & Greer Investments
![]() Robeco Weiss, Peck & Greer Investments Investment ManagersFinance A subsidiary of Robeco Investment Management, Robeco Weiss, Peck & Greer Investments is an investment adviser headquartered in New York City with an additional office in Menlo Park, California. The firm was founded in 1970. Their ultimate parent is Cooperative Centrale Raiffeisen Boerenleenbank. | Finance |
Mt. Eden Investment Advisors LLC
![]() Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Finance |
San Francisco Symphony
![]() San Francisco Symphony Movies/EntertainmentConsumer Services San Francisco Symphony provides symphony orchestra presentations. The firm enriches, serves, and shapes cultural life throughout the spectrum of bay area communities. It offers performer’s series, south bay, organ and chorus concerts, open rehearsals, chamber music, youth orchestra concerts, family-friendly concerts and special events. The company was founded in 1911 and is headquartered in San Francisco, CA. | Consumer Services |
Scudder Stevens & Clark Inc | Finance |
Evercore Capital Partners
![]() Evercore Capital Partners Investment ManagersFinance Evercore Capital Partners (Evercore Capital) is a private equity subsidiary of Evercore Group LLC founded in 1996 by Roger C. Altman. The firm is headquartered in New York. | Finance |