Tim Barrett

Tim Barrett is a Partner and Portfolio Manager at Evercore Wealth Management, LLC in San Francisco, where he advises West Coast families, foundations, and endowments. He is responsible for constructing and managing customized investment portfolios, offering guidance on asset allocation, and overseeing client relationships with a focus on meeting long-term financial objectives.

Tim specializes in multi-asset portfolio management, spanning equities, fixed income, and alternative investments, tailored to the unique needs of high-net-worth individuals and institutional clients. His expertise encompasses strategic asset allocation and fiduciary oversight, serving clients across sectors such as private wealth, nonprofit organizations, and family trusts.

With over 20 years of investment experience, Tim previously served as Director of Portfolio Management at Mt. Eden Investment Advisors and Director of Research at Sand Hill Advisors. He holds two B.A. degrees from UC Berkeley (Political Economy and German), an MPIA in International Management and Finance from UC San Diego, is a Chartered Financial Analyst (CFA), and an Accredited Investment Fiduciary®. Barrett’s notable contributions include co-founding Mt. Eden Investment Advisors and consistently delivering research-driven investment strategies for complex client mandates.