Edith Tse

Finance

Consumer Services

Profile

Prior to Joining Mt.
Eden in July 2008.
Ms.Tse was at Charles Schwab & Co. Inc. serving clients at the branch level.
She specialized in client service and portfolio consultation.
She is 7, 9, 10, 63 and 65 licensed.
Ms.Tse earned her BA in Psychology from the University of California, Berkeley.

Former positions of Edith Tse

Companies	Position	End
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.	Corporate Officer/Principal	2008-06-29
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.	Corporate Officer/Principal	-

See the detail of Edith Tse's experience

Training of Edith Tse

University of California, Berkeley

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies