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David Halle

David Halle

Investment Research Associate at Evoke Wealth, LLC

Los Angeles, CA , United States

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

OrganizationRoleDate RangeDetails
Evoke AdvisorsInvestment Research AssociateSep 2024 to Present
Evoke AdvisorsAnalystJun 2021 to Sep 2024
Claremont McKenna CollegePeer Economics TutorSep 2018 to May 2021
Capital GroupSummer AssociateJun 2020 to Aug 2020
5 Arch Funding Corp.Summer InternJun 2019 to Aug 2019
Pacific Enterprise BankInternJun 2018 to Aug 2018
Claremont McKenna CollegeEconomics Teaching AssistantJan 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

Economics
finance
Microsoft Excel
French
loans
Public Speaking
Social Media

Others at Evoke Wealth, LLC (30)

NameRoleLocation
Aidan Hussain
Aidan Hussain
Research AssociateLos Angeles, CA , United States
Amanda Beltran
Amanda Beltran
AssociateLos Angeles, CA , United States
Darell Krasnoff
Darell Krasnoff
Managing PartnerLos Angeles, CA , United States
Eric Bright
Eric Bright
Managing PartnerLos Angeles, CA , United States
Jason Lefton
Jason Lefton
PartnerLos Angeles, CA , United States
Joseph Warsavsky
Joseph Warsavsky
PartnerLos Angeles, CA , United States
Kimball Driggs
Kimball Driggs
AnalystLos Angeles, CA , United States
Kim Ip
Kim Ip
PartnerSan Diego, CA , United States
Larry Abrahams
Larry Abrahams
Managing PartnerNewport Beach, CA , United States
Loren Recinos
Loren Recinos
Senior AssociateLos Angeles, CA , United States
Showing 1-10 of 30 team members

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