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Judy Moses
Gestore di Portafoglio-Azioni presso Evercore Wealth Management LLC
Posizioni attive di Judy Moses
Società | Posizione | Inizio | Fine |
---|---|---|---|
Evercore Wealth Management LLC
![]() Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm 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 high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private 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. | Gestore di Portafoglio-Azioni | 01/06/2009 | - |
Storia della carriera di Judy Moses
Precedenti posizioni note di Judy Moses
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Gestore di Portafoglio-Azioni | - | - |
Formazione di Judy Moses
University of California, Berkeley | Undergraduate Degree |
McDonough School of Business | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 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 SEC-registered investment advisor and wealth management firm 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 high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private 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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