Sign in
Loren Recinos

Loren Recinos

Senior Associate at Evoke Wealth, LLC

Los Angeles, CA , United States

About

Loren Recinos is a Senior Associate at Evoke Advisors, an independent investment advisory firm headquartered in Los Angeles. In this role, Loren contributes to client portfolio management, investment research, and day-to-day advisory functions, supporting high-net-worth individuals and institutions. He is actively involved in client service and operations as part of the firm's associate team.

While Loren's recent career is centered at Evoke Advisors, public sources do not specify prior investment industry experience before joining the firm. His focus at Evoke is aligned with multi-asset portfolio management across public and private markets, though further details about specific sectors or asset classes he covers are not publicly disclosed in available records.

Loren holds a Bachelor of Arts degree from California State University - Los Angeles and earned a paralegal certificate from the University of California, Los Angeles. His educational background supports his expertise in analytical research and client service, contributing to comprehensive wealth management and advisory work.

Career History

OrganizationRoleDate RangeDetails
Evoke AdvisorsSenior AssociateFeb 2024 to Present

Education

California State University - Los Angeles

Bachelor Of Arts

2009

University Of California - Los Angeles

Paralegal

Skills & Expertise

Writing
Letters
Motions
PowerPoint
Attorneys
Accounting
Salesforce.com
Pacific Palisades
Legal Solutions Plus
Yahoo
Internships
Payments
Insurance
Draft
Arrangements
Pleadings
English to Spanish
History
Portfolio Management
System
Family Law
Schedules
Guidelines
Finance
Mac
Receptionist Duties
Physical Therapy
Outlook
Wealth Management
Air Travel
Microsoft Office
Microsoft Word
Microsoft Excel
Transportation
Queries
Training
Legal
Bookkeeping
Patient
Direct Mail
Travel
Distribution Center Operations
Scanners
Contractual Agreements
Scheduling
PC
Professional Manner
Filing
Fax
Calls
Meetings
Capital
Los Angeles
Spanish

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
Mark Sear
Mark Sear
Managing PartnerLos Angeles, CA , United States
Showing 1-10 of 30 team members

Similar Fund Managers

NameRoleFundLocation
Andrea Mitchell
Andrea Mitchell
Portfolio ManagerSignature Estate & Investment Advisors LLCLos Angeles, CA , United States
Azim Nakhooda
Azim Nakhooda
PartnerSignature Estate & Investment Advisors LLCCleveland, OH , United States
Alex Martinian
Alex Martinian
Investment AnalystEverett Harris & Co. /ca/Los Angeles, CA , United States
C
Chris Aprill
Portfolio Manager and Family Office LiaisonEverett Harris & Co. /ca/Charlotte, NC , United States
B
Bobby Futch
Sr Business AnalystCapital Group Private Client Services, Inc.Helotes, TX , United States
F Chapman Taylor
F Chapman Taylor
Senior Vice PresidentCapital Group Private Client Services, Inc.Baltimore, MD , United States
Candice Richardson
Candice Richardson
Vice President, Investments and AnalyticsLido Advisors, LLCSanta Monica, CA , United States
Janice Osugi
Janice Osugi
Senior Vice President, Senior Portfolio StrategistLido Advisors, LLCCA , United States