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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evoke Advisors | Partner | Jun 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 Management | Managing Director | Jan 2013 to May 2019 | — |
| Luminous Capital | Founding Partner | May 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 Lynch | Vice President - Investment Banking | Jan 2002 to Jan 2008 | — |
| Lehman Brothers Holdings Inc. | Vice President - Investment Banking | Jan 1998 to Jan 2002 | — |
Education
Rutgers University
Bachelor of Science - BS, Economics
New York University
MBA, Finance
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 | |
| Managing Partner | Newport Beach, CA , United States | |
| Senior Associate | Los Angeles, CA , United States | |
| Managing Partner | Los Angeles, CA , United States |
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