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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evoke Advisors | Partner | Nov 2023 to Present | — |
| Evoke Advisors | Managing Director | Sep 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 Management | Director | Oct 2016 to Aug 2019 | Alternative Investments (Private Equity and Hedge Funds) Accounting and Operations |
| Colony Capital, Inc. | Senior Accountant | Oct 2015 to Oct 2016 | Corporate Accounting / Investment Accounting / SEC Reporting |
| Cetera Financial Group | Senior Accountant | Sep 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 & Phelps | Analyst, M and A Advisory | May 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... |
| EY | Financial Auditor | Sep 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 & Touche | International Tax Intern | Jun 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 Broker | Partner and Vice President | May 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)
| 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 |
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