Tim Barrett is a founding principal at Mt. Eden Investment Advisors, responsible for the custom core equity investment management strategies. He is the lead portfolio manager on many of Mt. Eden’s relationships. Mr. Barrett was previously a portfolio manager at Weiss, Peck & Greer and at Sand Hill Advisors. He received two BA degrees from the University of California, Berkeley, in political economy and in German. He received a Masters of Arts degree in international affairs and finance from University of California, San Diego. He holds the Chartered Financial Analyst designation.Michael O’Brien has 25 years of experience, most recently as a senior portfolio manager and principal at Mt. Eden Investment Advisors, allocating private client assets across core and satellite strategies. Prior to joining Mt. Eden in 2008, he served high net worth families at BNY Mellon Wealth Management. Mr. O’Brien received his BS in business administration from the University of Southern California. He holds the Chartered Financial Analyst designation and is a past president of the CFA Society of Los Angeles. He is active in nonprofit organizations in the Los Angeles area.
Evercore Wealth Management Expands West Coast Presence With Acquisition Of Mt. Eden Investment Advisors
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