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George Megerditchian

George Megerditchian

Senior Associate at Evoke Wealth, LLC

Los Angeles, CA , United States

About

George Megerditchian is a Senior Associate at EVOKE WEALTH, LLC (formerly Evoke Advisors) based in Los Angeles, CA, where he focuses on delivering tailored investment solutions and comprehensive wealth advisory services to clients. His current responsibilities encompass portfolio management, client engagement, and operational support for high-net-worth individuals and families, with a focus on multi-asset portfolios spanning equities, fixed income, and alternative investments.

He brings experience in wealth management, having previously served as an Operations Associate at Evoke Advisors and as a Wealth Management Intern at Bailard, Inc., where he developed expertise in optimizing client operations and supporting investment research across various sectors. George’s investment focus includes traditional asset classes as well as emerging alternatives, with an emphasis on risk management and customized financial planning for diverse client needs.

Holding a Bachelor’s degree in Economics from the University of California, Berkeley, and additional academic credentials from De Anza College and Armenian Evangelical educational institutions, George is recognized for his analytical approach and dedication to client success. His background in economics and practical roles in investment advisory underscore his proficiency in navigating complex financial markets and delivering value-driven results in the wealth management sector.

Career History

OrganizationRoleDate RangeDetails
Evoke Advisors Senior AssociateFeb 2024 to Present
Evoke Advisors Operations AssociateFeb 2022 to Feb 2024
George is an Operations Associate at Evoke Advisors, responsible for performance reporting, maintaining the portfolio management system and other business support applications. He joined the firm in ...
Bailard, Inc.Wealth Management InternJul 2021 to Dec 2021
SavelyData AnalystApr 2021 to Oct 2021
DataPoint ArmeniaVisualizations CommitteeFeb 2021 to Oct 2021
●Creating interactive visualizations to expand Data Science literacy in Armenia. ● Utilizing data-driven projects for social good and Armenia’s data development. ● Measuring the impact of major events...
De Anza CollegeAdjunct TutorSep 2018 to Jun 2019
●Teacher's Assistant in American Government and Comparative Politics classes ●Prepared mock examples to teach complex political concepts. ●Developed research topics to further illustrate political t...
De Anza CollegeStudent Library AssistantAug 2018 to Jun 2019
Helped students utilize library services.
Chipotle Mexican GrillTeam MemberNov 2017 to Jul 2018
Managed the dining hall and served customers.
AMAASummer InternJul 2015 to Jul 2015
Studied the structure of the AMAA as a 501(c)3 organization including how it runs its operations in Armenia. Attended seminars to understand the social and the economic challenges in Armenia Visited a...

Education

University of California, Berkeley

Bachelor's degree, Economics

2019 2021

De Anza College

Economics

2017 2019

Armenian Evangelical College

High School Diploma, Life Science

2014 2016

Armenian Evangelical Bethel High School

Life Science

2001 2014

Skills & Expertise

Microsoft Office
Customer Service
Management
Data Analysis
Financial Analysis
Microsoft Excel
Python (Programming Language)
Leadership
Public Speaking
FactSet
Credit Analysis
Analytical Skills
Politics
Economics
Finance
Investments

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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