About
Mark Sear is Managing Partner at Evoke Advisors in Los Angeles, where he co-founded the firm in 2019. He specializes in advising ultra-high-net-worth families and institutional investors, building sophisticated investment solutions tailored to their unique needs. Mark's key responsibilities include overseeing portfolio management, setting investment strategy, and guiding the firm’s client-centric philosophy.
With experience spanning over three decades, Mark has held distinguished roles such as Senior Managing Director and Portfolio Manager at First Republic Investment Management and Partner at Luminous Capital, which he co-founded and later sold to First Republic. His expertise covers a broad array of asset classes—including equities, fixed income, alternative investments, and private capital—with a particular focus on multi-asset allocation and family office advisory for complex wealth structures.
Mark holds a B.S. in Business from the University of the Pacific and an MBA from Santa Clara University’s Leavey School of Business. Recognized as one of Barron’s and Forbes' Top 100 Wealth Advisors, he is also active in professional circles such as Tiger 21 and supports educational charities for underrepresented youth.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evoke Advisors | Managing Partner | Jun 2019 to Present | Mark is a Managing Partner at Evoke. Mark has served as a financial advisor to wealthy families and institutional investors since 1993. He began his career at Goldman, Sachs & Co. and five years later... |
| First Republic Investment Management | Senior Managing Director and Portfolio Manager | Jan 2013 to May 2019 | — |
| Luminous Capital | Partner | May 2008 to Dec 2012 | — |
Education
University of the Pacific
B.S., Business
1981 — 1985
Santa Clara University Leavey School of Business
Master of Business Administration - MBA
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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Signature Estate & Investment Advisors LLC | Los Angeles, CA , United States | |
| Partner | Signature Estate & Investment Advisors LLC | Cleveland, OH , United States | |
| Investment Analyst | Everett Harris & Co. /ca/ | Los Angeles, CA , United States | |
C Chris Aprill | Portfolio Manager and Family Office Liaison | Everett Harris & Co. /ca/ | Charlotte, NC , United States |
B Bobby Futch | Sr Business Analyst | Capital Group Private Client Services, Inc. | Helotes, TX , United States |
| Senior Vice President | Capital Group Private Client Services, Inc. | Baltimore, MD , United States | |
| Vice President, Investments and Analytics | Lido Advisors, LLC | Santa Monica, CA , United States | |
| Senior Vice President, Senior Portfolio Strategist | Lido Advisors, LLC | CA , United States |