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Peter Chang

Peter Chang

Partner at Evoke Wealth, LLC

Los Angeles, CA , United States

About

Peter Chang is a Partner at Evoke Advisors in Los Angeles, where he advises wealthy families and institutional investors on portfolio management, strategic asset allocation, and financial planning. His responsibilities include developing customized investment strategies and overseeing relationships with high net worth clients, leveraging deep expertise across equities, fixed income, alternatives, and private investments.

Peter previously served as a Vice President at First Republic Bank following its acquisition of Luminous Capital, where he helped launch the team and played a key role in building technology and performance reporting platforms. His career in wealth management began in 2008, providing decades of advisory experience focused on multi-asset portfolios and family office needs.

He holds a BS in Management Science from the University of California, San Diego, and is recognized for his contributions to technology-driven investment solutions and operational efficiency in advisory practices. Peter specializes in serving high net worth individuals and institutional mandates with an emphasis on asset allocation, risk management, and long-term wealth preservation strategies in both traditional and alternative asset classes.

Career History

OrganizationRoleDate RangeDetails
Evoke AdvisorsPartnerMay 2019 to Present
First Republic BankVice PresidentJan 2012 to Present
Luminous CapitalSenior Financial AnalystJan 2011 to Present
Luminous CapitalFinancial AnalystJan 2009 to Dec 2010

Education

UC San Diego

2004 2008

Skills & Expertise

Strategic Financial Planning
Financial Modeling
Bloomberg
Investments
Financial Analysis

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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