Keith Bradford McWilliams
Private Equity Investor at Evercore Capital Partners
Profile
Keith Bradford McWilliams is the founder of Mt.
Eden Investment Advisors LLC, which was founded in 2004.
He held the title of Chief Executive Officer from 2011 to 2013.
Currently, he is a Partner at Evercore Capital Partners since 2012.
Mr. McWilliams has previously worked as a Managing Director at Robeco Weiss, Peck & Greer Investments, a Principal at Scudder Stevens & Clark Inc, and a Board Member at San Francisco Symphony.
He has an undergraduate degree from the University of California, Berkeley, and an MBA from Anderson School of Management.
Keith Bradford McWilliams active positions
Companies | Position | Start |
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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 | 2011-12-31 |
Former positions of Keith Bradford McWilliams
Companies | Position | 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. | Founder | 2013-02-26 |
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 | 1998-03-29 |
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 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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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 |
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