Evercore Partners Inc., the advisory firm founded by Roger Altman, agreed to purchase Mt. Eden Investment Advisors LLC, a San Francisco-based wealth manager with $645 million in client assets.
Mt. Edens chief executive officer, Keith McWilliams, and two other executives will join Evercore as partners, the companies said yesterday in a statement that didnt disclose the deals terms. The others new partners are Mt. Eden founding principal Tim Barrett and senior portfolio manager Michael OBrien. The firm has offices in San Francisco and Los Angeles.
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