Amanda is a Vice President at Evoke Advisors. She began her career in wealth management in 2015 when she joined the former Luminous Capital Team as a Client Service Associate at First Republic. In 2019, she helped start Evoke where she continues to help oversee clients’ portfolios. Amanda graduated summa cum laude from Pepperdine University with a BA in economics and minor in mathematics and from the University of Southern California with a Masters in economics.Amanda is an active… Show more Amanda is a Vice President at Evoke Advisors. She began her career in wealth management in 2015 when she joined the former Luminous Capital Team as a Client Service Associate at First Republic. In 2019, she helped start Evoke where she continues to help oversee clients’ portfolios. Amanda graduated summa cum laude from Pepperdine University with a BA in economics and minor in mathematics and from the University of Southern California with a Masters in economics.Amanda is an active member of the Junior League of Los Angeles and currently serves on the League's United Friends of the Children committee, which helps current and former foster youth. Show less

• One of 12 people invited to join this newly-formed registered investment advisory firm founded by eight former portfolio managers of First Republic Bank’s Private Wealth Management division.• Assisted portfolio manager with maintaining client relationships and successfully transitioned $280mm of client assets to Evoke Wealth within the first quarter of operations.• Prepared marketing materials to educate clients about the capabilities and mission of the new company.• Led the… Show more • One of 12 people invited to join this newly-formed registered investment advisory firm founded by eight former portfolio managers of First Republic Bank’s Private Wealth Management division.• Assisted portfolio manager with maintaining client relationships and successfully transitioned $280mm of client assets to Evoke Wealth within the first quarter of operations.• Prepared marketing materials to educate clients about the capabilities and mission of the new company.• Led the onboarding of client assets, including transfers of cash, equity and alternative investments. • Served as the central point of contact for clients throughout the changeover process.• Ensured a smooth transition for clients by learning the new Evoke systems, adapting to a startup environment, and creating continuity between clients’ First Republic and Evoke accounts and reports. Show less

Director, February 2019 - May 2019Associate Director, February 2018 - February 2019Senior Associate, February 2016 - February 2018Associate, August 2015 - February 2016 • Managed a total AUM of over $400mm on a team of two, while directly supporting the portfolio manager.• Oversaw and directed team interns.• Completed RFPs for prospects by explaining our team’s investment philosophy and services.• Served as the main point of contact for any client or… Show more Director, February 2019 - May 2019Associate Director, February 2018 - February 2019Senior Associate, February 2016 - February 2018Associate, August 2015 - February 2016 • Managed a total AUM of over $400mm on a team of two, while directly supporting the portfolio manager.• Oversaw and directed team interns.• Completed RFPs for prospects by explaining our team’s investment philosophy and services.• Served as the main point of contact for any client or CPA questions or needs relating to clients’ accounts.• Executed trades required for any model changes, portfolio rebalances, or cash raise, as needed.• Led the onboarding process for new clients and prepared paperwork required for clients’ alternative investments.• Analyzed model performance and met with clients to discuss their quarterly reports and portfolios.• Earned the Series 65 License. Show less

• Managed on-going store relationships, provided customer support and resolved escalated issues via multi-tasking in a database environment• Analyzed credit reports and issued credit lines according to Company guidelines• Worked with customers to resolve delinquent debts

• Graded weekly math assignments for Calculus II, Calculus III, and Linear Algebra• Tutored students weekly in ECON 200