Adrian is a Senior Associate at Evoke-ARIS, responsible for performance reporting, maintaining our portfolio management system and other business support applications. Adrian began his career in the financial services industry with First Republic Investment Management, joining the former Luminous Capital Team as a Performance ReportingAssociate in 2018.
Upon their formation in 2019, Adrian was asked to join the Evoke team and has been integral to the development and efficient operation of the firm’s portfolio management and CRM systems supporting a diverse group of advisors serving high net-worth clients.
Adrian received a B.S. in Finance with an option in Financial Analysis from the David Nazarian College of Business and Economics at California State University Northridge in May of 2018 and is a life-long resident of the Los Angeles area.