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Zeu Seo

Zeu Seo

Senior Associate at Evoke Wealth, LLC

Los Angeles, CA , United States

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

OrganizationRoleDate RangeDetails
Evoke AdvisorsSenior AssociateNov 2023 to Present
Lido Advisors, LLCOperations AssociateNov 2018 to Jan 2021
Wedbush SecuritiesClient Service AssociateSep 2017 to Nov 2018
TwinRock PartnersReal Estate Investment Management InternMay 2016 to Aug 2016

Education

UC Irvine

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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