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About
Quinn Merritt is an Analyst at Evoke Advisors, based in Austin, TX, where he is responsible for supporting investment research and portfolio analytics for a range of client accounts. His work includes conducting market analysis, assisting in asset allocation decisions, and tracking portfolio performance to inform senior advisors and clients. Merritt’s focus within the firm centers on multi-asset portfolios, with an emphasis on equities, fixed income, and alternative investment strategies.
Before joining Evoke Advisors, Merritt gained experience in the B2C health and wellness industry at The Club Los Gatos, as well as in B2B SaaS results management during his tenure at WorkBoard, Inc. These roles provided him a broad perspective on multiple industries and client management, strengthening his analytical and communication skills.
Merritt holds a Bachelor of Business Administration in Finance from the McCombs School of Business at The University of Texas at Austin. Leveraging his educational background and diverse sector exposure, he contributes quantitative and qualitative insights to the firm’s investment process, with developing expertise in both public and private market sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evoke Advisors | Analyst | May 2025 to Present | — |
| The Club Los Gatos | B2C Health | Nov 2021 to Jun 2022 | Performed various tasks as needed by management to support innovative high growth health club from start-up to profitability |
| WorkBoard, Inc | B2B SaaS Results Management | Jun 2021 to Aug 2021 | As a Summer Intern, performed competitive website analysis that led to 10% increase in website lead conversion rates Collected public data to size 3 European countries as input into the decision frame... |
Education
The University of Texas at Austin
none, Finance, General
2022 — 2026
The University of Texas at Austin, McCombs Business School
Bachelor, Business Administration, Finance
2022 Present
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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