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Quinn Merritt

Quinn Merritt

Analyst at Evoke Wealth, LLC

Austin, TX , United States

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

OrganizationRoleDate RangeDetails
Evoke AdvisorsAnalystMay 2025 to Present
The Club Los GatosB2C HealthNov 2021 to Jun 2022
Performed various tasks as needed by management to support innovative high growth health club from start-up to profitability
WorkBoard, IncB2B SaaS Results ManagementJun 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)

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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