About
Eric Bright is a Managing Partner at Evoke Advisors, a $25.3 billion SEC-registered investment advisory firm based in Los Angeles. In this role, he provides leadership across the firm's wealth management, investment advisory, and family office practices, serving ultra-high-net-worth individuals and families. He is also a member of the firm's Investment Committee and Compliance Committee, reflecting his active role in investment oversight and regulatory matters.
Eric's expertise spans customized portfolio management, asset allocation, and holistic financial planning. His advisory work focuses on public and private market investments, as well as alternative asset classes suitable for family offices and high-net-worth clients. He has extensive experience structuring multi-asset portfolios, managing risk, and advising clients on long-term wealth preservation and capital growth strategies.
Prior to joining Evoke Advisors in 2020, Eric spent 16 years as Managing Director at Bel Air Investment Advisors, where he developed a reputation for thoughtful investment management and client-focused solutions. He holds dual B.A. degrees in Economics and Government from Claremont McKenna College, and has passed the Series 63, 65, and 66 regulatory examinations, further establishing his credentials as a seasoned advisor in the private client and family office sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evoke Advisors | Managing Partner | Sep 2020 to Present | — |
| Bel Air Investment Advisors | Managing Director | Jan 2004 to Sep 2020 | — |
Education
Claremont McKenna College
B.A. in Economics and a B.A. in Government
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 | |
| 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 | |
| Managing Partner | Los Angeles, CA , United States |
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