EC

Edith Tse, CFP®

Vice President, Wealth Advisor at Evercore Wealth Management

Edith Tse has worked in the wealth management industry for several years. Edith began their career in 2008 at Mt. Eden Investment Advisors, where they served as a Senior Portfolio Associate. In this role, they focused on aligning investment strategies and services with client interests. In 2012, Edith joined Evercore Wealth Management, LLC as a Vice President and Wealth Advisor. Edith provided customized investment management, financial planning, and trust and custody services to high net worth individuals, families, and institutions. Edith's expertise and dedication led to their promotion to Director, Wealth Advisor in 2023, where they continue to excel in their role.

Edith Tse, CFP®, has attended the University of California, Berkeley. However, no specific information regarding the start or end year, degree name, or field of study is available.

Links


Org chart