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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evoke Advisors | Senior Associate | Feb 2024 to Present | — |
| Evoke Advisors | Operations Associate | Feb 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 Intern | Jul 2021 to Dec 2021 | — |
| Savely | Data Analyst | Apr 2021 to Oct 2021 | — |
| DataPoint Armenia | Visualizations Committee | Feb 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 College | Adjunct Tutor | Sep 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 College | Student Library Assistant | Aug 2018 to Jun 2019 | Helped students utilize library services. |
| Chipotle Mexican Grill | Team Member | Nov 2017 to Jul 2018 | Managed the dining hall and served customers. |
| AMAA | Summer Intern | Jul 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
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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