Amanda Beltran

Amanda Beltran is an Associate at Evoke Advisors in Los Angeles, California, where she supports the wealth management team in delivering financial planning and investment advisory services to clients. Her responsibilities include assisting with account administration, client service, and operations to ensure seamless client experiences within the firm’s institutional and private wealth management practices.

She has a professional background that includes roles as Office Manager at ARIS, where she oversaw day-to-day operations, and Promotions Coordinator at QCMarketing Group, contributing to client-facing campaigns and organizational efficiency. At Evoke Advisors, while her primary focus is on general client service and operations, the firm is known for working with high-net-worth individuals, families, and institutions, giving her exposure to a broad range of asset classes including equities, fixed income, and alternative investments.

Amanda holds a Bachelor of Science degree in Biochemistry from the University of Arizona, equipping her with strong analytical and problem-solving skills that inform her approach to the complexities of the financial industry. Her diverse background in both scientific research and administrative leadership enables her to support the advisory team’s efforts in delivering tailored investment solutions that meet the sophisticated needs of Evoke’s clientele.