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About
Gary Runnells Jr. is an Associate at Evoke Advisors, based in Orange, CA, where he serves as an investment adviser registered with the firm. In this capacity, he is involved in supporting client portfolio management and implementing investment strategies, contributing to advisory services tailored to clients' financial goals.
His focus at Evoke Advisors includes work across diversified asset classes with an emphasis on multi-asset portfolio construction for high-net-worth individuals, family offices, and institutional clients. As part of his advisory responsibilities, he engages with portfolio managers and the investment research team, covering sectors such as equities, fixed income, and alternative investments.
Prior to joining Evoke Advisors in 2025, Gary developed client service and leadership experience at BevMo! as a Sales Associate and Service Lead (2018–2020). He holds a Bachelor of Business Administration in Business Administration and Management, Marketing from Chapman University, providing him with a strong foundation in finance, investment analysis, and client relations. His professional trajectory reflects expertise in investment advising and a growing track record in the wealth management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evoke Advisors | Associate | Jan 2025 to Present | — |
| BevMo! | Sales Associate and Service Lead | Nov 2018 to Sep 2020 | I initially worked as a Sales Associate part time while going to school, I got promoted to Service Lead in February of 2020 and then left to pursue school full time in September of 2020. |
Education
Chapman University
Bachelor of Business Administration - BBA, Business Administration and Management, Marketing
2021 — 2024
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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