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About
Andrew Palmer is Managing Partner at Evoke Advisors in Los Angeles, where he oversees wealth management and investment advisory services for high-net-worth individuals, families, and foundations. In this role, he is responsible for strategic leadership across client portfolios, including asset allocation and risk management, often supporting entrepreneurs through major life and financial transitions.
Palmer’s career spans more than 25 years in the investment industry, with previous senior roles as Senior Managing Director at Bel Air Investment Advisors and as a Senior Financial Advisor at Merrill Lynch. His expertise covers multi-asset class portfolio construction, with particular focus on private equity, alternative investments, and comprehensive multi-generational wealth planning for complex client needs.
He holds a B.A. from the University of Denver and has contributed to thought leadership in wealth management, being quoted in notable publications like Financial Advisor Magazine on topics relevant to entrepreneurial and high-net-worth communities. Palmer is recognized for his strategic guidance in alternative investment sectors and for helping clients navigate wealth preservation across generations.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evoke Advisors | Managing Partner | Unknown to Present | — |
Others at Evoke Wealth, LLC (30)
| Name | Role | Location |
|---|---|---|
| Research Associate | Los Angeles, CA , United States | |
| Associate | Los Angeles, CA , United States | |
| Managing Partner | Los Angeles, CA , United States | |
| Managing Partner | Los Angeles, CA , United States | |
| Partner | Los Angeles, CA , United States | |
| Partner | Los Angeles, CA , United States | |
| Analyst | Los Angeles, CA , United States | |
| Partner | San Diego, CA , United States | |
| Managing Partner | Newport Beach, CA , United States | |
| Senior Associate | Los Angeles, CA , United States |
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| Partner | Signature Estate & Investment Advisors LLC | Cleveland, OH , United States | |
| Investment Analyst | Everett Harris & Co. /ca/ | Los Angeles, CA , United States | |
C Chris Aprill | Portfolio Manager and Family Office Liaison | Everett Harris & Co. /ca/ | Charlotte, NC , United States |
B Bobby Futch | Sr Business Analyst | Capital Group Private Client Services, Inc. | Helotes, TX , United States |
| Senior Vice President | Capital Group Private Client Services, Inc. | Baltimore, MD , United States | |
| Vice President, Investments and Analytics | Lido Advisors, LLC | Santa Monica, CA , United States | |
| Senior Vice President, Senior Portfolio Strategist | Lido Advisors, LLC | CA , United States |