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About
David Halle serves as an Investment Research Associate at Evoke Advisors in Los Angeles, CA, where he is responsible for supporting investment decisions through rigorous analysis and research. In this role, he works closely with senior research and investment teams, contributing to portfolio construction and asset allocation for institutional and high-net-worth clients. Halle's expertise spans multiple asset classes, with a particular focus on equities, fixed income, and alternative investments, reflecting Evoke Advisors' broad coverage across venture capital and diversified portfolios.
Prior to his current position, Halle was an Analyst at Evoke Advisors from 2021 to 2024, refining his analytical capabilities and building his understanding of the firm's investment strategies. He began his professional journey as a Peer Economics Tutor at Claremont McKenna College, where he assisted students in economic theory and quantitative methods. This foundational experience developed his proficiency in financial analysis and modeling.
Halle holds a Bachelor of Arts in Economics from Claremont McKenna College, cementing his expertise in economic research and financial markets. His educational background and progressive responsibilities at Evoke Advisors have positioned him as a valuable contributor to the firm's investment research, with a strong emphasis on analytical rigor and multidisciplinary sector coverage.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evoke Advisors | Investment Research Associate | Sep 2024 to Present | — |
| Evoke Advisors | Analyst | Jun 2021 to Sep 2024 | — |
| Claremont McKenna College | Peer Economics Tutor | Sep 2018 to May 2021 | — |
| Capital Group | Summer Associate | Jun 2020 to Aug 2020 | — |
| 5 Arch Funding Corp. | Summer Intern | Jun 2019 to Aug 2019 | — |
| Pacific Enterprise Bank | Intern | Jun 2018 to Aug 2018 | — |
| Claremont McKenna College | Economics Teaching Assistant | Jan 2018 to May 2018 | -Chosen by the Professor as the class teaching assistant -Met with majority of the class every week |
Education
Claremont McKenna College
Bachelor of Arts - BA, Economics
2017 — 2021
Foothill Highschool
2013 — 2017
Skills & Expertise
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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