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About
Zeu Seo is a Senior Associate at Evoke Advisors in Los Angeles, where he focuses on supporting high-net-worth clients through portfolio management, investment research, and financial planning. In this role, he works closely with senior advisors to deliver tailored multi-asset investment solutions, with particular attention to equities, fixed income, and alternative investments.
Prior to joining Evoke Advisors, Zeu held operations and client service positions at Lido Advisors, LLC and Wedbush Securities, where he developed expertise in wealth management operations, client onboarding, and account administration. His background combines hands-on investment support with a deep understanding of processes critical to private wealth management.
Zeu earned his degree from UC Irvine and has completed advanced coursework in financial modeling, including sector analysis and market sizing, indicating strong analytical abilities in evaluating companies and investment opportunities. He brings a data-driven approach to client service, drawing on his experience across advisory firms to contribute to best-in-class investment solutions for clients in Southern California.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evoke Advisors | Senior Associate | Nov 2023 to Present | — |
| Lido Advisors, LLC | Operations Associate | Nov 2018 to Jan 2021 | — |
| Wedbush Securities | Client Service Associate | Sep 2017 to Nov 2018 | — |
| TwinRock Partners | Real Estate Investment Management Intern | May 2016 to Aug 2016 | — |
Education
UC Irvine
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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| 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 |