Dan is currently Chief Compliance Officer at Evoke Advisors and has over ten years of operational and financial management experience with private wealth management firms serving ultra-high net worth clients. He has supported multiple industry award-winning advisors(1) and is dedicated to providing distinguished service at the highest fiduciary levels.
Dan was instrumental in the formation and development of Luminous Capital from its inception until it was purchased by First RepublicInvestment Management in 2012. He remained imbedded with the team until 2019 when he joined Evoke upon its formation.
Dan transitioned to the private wealth management industry from corporate finance, reporting and internal controls for Bakemark Ingredients, a national bakery ingredients manufacturer and distributor. His career there began as a branch controller in Seattle and concluded as the corporate controller in their Los Angeles headquarters. While there he was responsible for aggregating and reporting financial results and metrics from over a dozen branches nation-wide.
Dan grew up in Eastern Washington where he graduated with honors from Washington State University with a B.S. degree in finance and minor in computer science. He relocated to Los Angeles over 15 years ago for work and currently resides in the Los Angeles area.
(1) Principals of firms where Dan has worked have been contiguously recognized from 2008 to present from one or more of the Barron’s Top 100, Barron’s Top 100 Independent/RIA firms, top 1,200 state by state, Forbes Top Wealth Advisors or Forbes Best-in-State Wealth Advisors publications.