Dan Kelso

Dan Kelso is a Partner at Evoke Advisors based in Los Angeles, California, where he also serves as Chief Financial Officer and Chief Compliance Officer at Evoke Wealth. In these roles, he oversees critical aspects of firm management including compliance, financial strategy, and operational risk, positioning him as a key decision-maker within the organization.

Kelso has previous experience as Vice President at First Republic Bank and is recognized as one of the core partners driving Evoke Advisors' independent wealth management business. His expertise encompasses high-net-worth client strategy, regulatory compliance, alternative investments, and digital wealth solutions, with a strong focus on integrating technology to enhance client experience and access to alternative asset classes.

Actively engaged with industry innovation, Kelso serves on Addepar’s Client Advisory Board, contributing his knowledge on real-time digital reporting, diversification strategies, and adapting to evolving market environments, especially in alternative investments and multi-asset portfolios. While educational credentials are not publicly listed, his leadership and sector involvement highlight deep expertise in private wealth management, alternative assets, and institutional-level advisory services.