Monika Mugg

Monika Mugg is a Partner at Evoke Advisors in Los Angeles, where she specializes in advising high-net-worth families and institutional investors on comprehensive wealth management strategies. Her expertise includes creating tailored investment portfolios that span multiple asset classes such as equities, fixed income, alternative investments, and private markets to meet the diverse goals of her clients.

Monika has over 17 years of industry experience, having previously served as Senior Vice President at both First Republic Bank and Luminous Capital, where she focused on sophisticated portfolio management and client advisory for affluent individuals and institutions. At Evoke Advisors, she plays a key role in the firm’s investment committee, contributing to asset allocation and portfolio construction with a disciplined, research-driven approach.

She holds a Bachelor of Arts in International Economics and a Certificate in Financial Planning from the University of California, Los Angeles. Monika is a CFP® professional, demonstrating deep knowledge in tax-efficient investing, estate planning, and multi-generational wealth strategies. Her significant contributions include building long-term client relationships based on trust and delivering integrated solutions across public and private markets.