Joseph Warsavsky

Joseph Warsavsky is a Partner at Evoke Advisors in Los Angeles, where he provides comprehensive investment and advisory services for high-net-worth individuals and family offices. In his current role, he focuses on integrating tax planning, estate coordination, and tailored asset allocation strategies to meet the unique needs of ultra-affluent clients. His expertise spans the management of multi-asset class portfolios, including equities, fixed income, alternatives, and private market investments.

Prior to joining Evoke Advisors, Joseph served as Co-President at Crescent Bay Advisors, Inc., where he played a key role in building the firm’s wealth management offering from 2012 to 2024. Earlier in his career, he was a CPA at Wishnow Ross Warsavsky & Co., specializing in tax strategy and compliance for investment-oriented clients, which provided him deep insight into the intersection of tax and investment management.

Joseph holds a Master of Science in Taxation from Golden Gate University and a Bachelor of Business Administration in Accounting and Consulting from Emory University. His background as a CPA underpins his focus on tax-efficient wealth management and holistic financial planning, and he is recognized for his ability to design sophisticated solutions for complex family office structures and investment vehicles.