You're signed outSign in or to get full access.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evoke Advisors | Partner | May 2019 to Present | — |
| First Republic Bank | Vice President | Jan 2012 to Present | — |
| Luminous Capital | Senior Financial Analyst | Jan 2011 to Present | — |
| Luminous Capital | Financial Analyst | Jan 2009 to Dec 2010 | — |
Education
UC San Diego
2004 — 2008
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 |