WebMark is a Managing Partner at Evoke. Mark has served as a financial advisor to wealthy families and institutional investors since 1993. He … WebAug 6, 2024 · Or take Mark Sear and David Hou, also ex-Merrill advisors, who grew their California-based RIA firm, Luminous Capital, from $1.7B to $5.5B in assets in just 3 years and then sold it to First ...
What does it mean when superstar breakaway brokers bolt again?
Evoke was founded in May 2024 by a group led by David Hou and Mark Sear. Hou and Sear have been leaders in the wealth management industry for more than three decades and have developed industry leading expertise in sourcing differentiated alternative investment opportunities for their clients. WebJun 3, 2024 · Mark Sear, David Hou, Alan Zafran and Robert Skinner have split up to form Evoke Wealth and IEQ Capital, according to Securities and Exchange Commission (SEC) filings and LinkedIn updates. The four California-based advisors had been at First Republic since 2012. They’re best known for pulling off one of the most significant wirehouse ... dog ate buffalo wings
Superstar advisers with $17 billion in AUM bolt from First Republic
WebMar 16, 2024 · Evoke's David Hou and Mark Sear named in Forbes , "America's Top Wealth Advisors" May 14, 2024. evokeadvisors.com . Our Team David Hou Managing Partner (424) [email protected] David is a Managing Partner of Evoke Advisors . He has served as a financial advi... May 14, 2024. evokeadvisors.com . WebJun 10, 2024 · Before going independent, David Hou and Mark Sear, the best known of the five Luminous team members, worked for Merrill — First Republic's former owner — when they joined the vanguard of the first breakaways in 2008. The breakaway movement they joined began that year and the next, during and after the economic downturn. WebSenior Managing Director and Portfolio Manager @ First Republic Bank Partner @ First Republic Private Wealth Management Education Santa Clara University Leavey School … facts about the himalayan mountain range