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Michael Shin

Michael Shin

Partner at Evoke Wealth, LLC

Los Angeles, CA , United States

About

Michael Shin is a Partner at Evoke Advisors in Los Angeles, CA, where he leverages his extensive experience in financial reporting and operations to provide strategic investment advisory services. At Evoke Advisors, he specializes in alternative investments, focusing primarily on private equity and hedge funds, and delivers customized solutions for high-net-worth individuals, families, and institutional clients.

Before joining Evoke Advisors, Michael served as Managing Director at the same firm and earlier held a director role at First Republic Private Wealth Management, gaining deep exposure to family office services, M&A advisory, and the auditing of global hedge funds. His expertise spans asset management, portfolio management, and financial planning, with a proven track record in both advisory and operational domains across the investment industry.

Michael holds dual bachelor’s degrees in Business Administration (Corporate Finance concentration) and Accounting from the University of Southern California. He is a CPA (inactive) and has previously contributed to renowned firms such as Colony Capital, Cetera Financial Group, Duff & Phelps, EY, and Deloitte & Touche, with notable achievements in alternative investment operations and international tax strategies.

Career History

OrganizationRoleDate RangeDetails
Evoke AdvisorsPartnerNov 2023 to Present
Evoke AdvisorsManaging DirectorSep 2019 to Nov 2023
Michael is a Managing Director at Evoke Advisors and is responsible for the Evoke private funds platform operations. Michael has over ten years of operational, financial reporting, and managerial expe...
First Republic Private Wealth ManagementDirectorOct 2016 to Aug 2019
Alternative Investments (Private Equity and Hedge Funds) Accounting and Operations
Colony Capital, Inc.Senior AccountantOct 2015 to Oct 2016
Corporate Accounting / Investment Accounting / SEC Reporting
Cetera Financial GroupSenior AccountantSep 2013 to Oct 2015
- Prepare monthly consolidated internal and external financial statements and performed monthly analysis of operating expenses - Drafted SEC quarterly and annual financial statements and prepare relev...
Duff & PhelpsAnalyst, M and A AdvisoryMay 2012 to Jun 2013
▪ Involved with transactions providing buy-side and sell-side financial and accounting due diligence on behalf of strategic and private equity buyers which ranged from $30million to $500million in ent...
EYFinancial AuditorSep 2010 to Mar 2012
▪ Specialize in auditing global hedge funds, private equity and venture capital funds ▪ Exposure to various fund structures including master-feeder structures and multiple special purpose vehicles and...
Deloitte & ToucheInternational Tax InternJun 2008 to Aug 2008
Reviewed tax packages submitted by foreign controllers and communicated work status and issues with senior tax consultants and managers on a timely basis; Prepared foreign entity information returns f...
Lee Company Customs BrokerPartner and Vice PresidentMay 1998 to May 2006
▪ Engaged in business development and advised clients on all areas of the US import regulatory compliance ▪ Provided a full range of Customs Clearance services which typically include valuation and cl...

Education

University of Southern California

Bachelor of Science, Business Administration, Concentration in Corporate Finance

2007 2010

University of Southern California

Bachelor of Science, Accounting

2007 2009

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
Loren Recinos
Loren Recinos
Senior AssociateLos Angeles, CA , United States
Showing 1-10 of 30 team members

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