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Kim Ip

Kim Ip

Partner at Evoke Wealth, LLC

San Diego, CA , United States

About

Kim Ip is a Partner at Evoke Advisors, a leading independent wealth management firm with a presence in Los Angeles and San Diego. In this role, she focuses on providing comprehensive investment advisory and portfolio management services to high-net-worth individuals, families, and institutional clients. Her work includes devising sophisticated asset allocation strategies and overseeing the implementation of tailored investment solutions across a wide range of asset classes.

Over her career, Kim has developed deep expertise in public equities, fixed income, alternative investments, and private market opportunities, with a focus on optimizing risk-adjusted returns for her clients. She has a strong background in wealth management, having previously served as Managing Director at First Republic Investment Management and as a founding partner at Luminous Capital, where she helped build and grow boutique investment advisory practices.

Kim holds a Bachelor of Science in Economics from Rutgers University and earned her MBA in Finance from New York University. She is recognized for her client-centric approach, leadership in developing integrated investment platforms, and contributions to the evolution of independent wealth management practices in the industry.

Career History

OrganizationRoleDate RangeDetails
Evoke AdvisorsPartnerJun 2019 to Present
Kim is a Partner at Evoke-ARIS. Kim has served as a financial adviser to wealthy families and institutional clients since 2005, when she began her wealth management career at Merrill Lynch, leading re...
First Republic Investment ManagementManaging DirectorJan 2013 to May 2019
Luminous CapitalFounding PartnerMay 2008 to Dec 2012
Independent wealth advisory firm, founded in May 2008 with $1.7 billion in assets and sold to First Republic Bank in December 2012 with $5.9 billion
Merrill LynchVice President - Investment BankingJan 2002 to Jan 2008
Lehman Brothers Holdings Inc.Vice President - Investment BankingJan 1998 to Jan 2002

Education

Rutgers University

Bachelor of Science - BS, Economics

New York University

MBA, Finance

Skills & Expertise

Investments
Marketing
Wealth Management
Finance
Asset Allocation
Investment Management
Alternative Investments
Asset Management
Venture Capital
Financial Modeling
Banking
Investment Banking
Fixed Income
Private Equity
Asset Managment

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
Larry Abrahams
Larry Abrahams
Managing PartnerNewport Beach, CA , United States
Loren Recinos
Loren Recinos
Senior AssociateLos Angeles, CA , United States
Mark Sear
Mark Sear
Managing PartnerLos Angeles, CA , United States
Showing 1-10 of 30 team members

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