David is a Managing Partner of Evoke Advisors. He has served as a financial adviser to wealthy families and institutional clients since 1992. David began his career in the Goldman, Sachs & Co. Private Client Services Group and six years later joined Merrill Lynch to help build the Private Banking and Investment Group. In 2008, David and his partners founded Luminous Capital, which First Republic Bank acquired in 2012.
While at First Republic, David served as a Senior Managing Director and was a member of the Altair Alternative Investment Committee, the bank’s private investments platform. Barron’s and Forbes have ranked David perennially as one of the Top 100 Wealth Advisors in the country. David was recently recognized with a Pathfinder Award as AAPI RIA Leader of the Year by Wealth Solutions Report.
David received a BS in economics/business from UCLA and an MBA from the UCLA Anderson School of Management. He is an advisory board member of the UCLA Anderson School Fink Center for Finance and Investments. He also is a trustee and chair of the Finance Committee at Carlthorp School in Santa Monica. David is an active supporter of Thrive Scholars, a foundation providing funding and support for inner city college-bound youth. David lives in Pacific Palisades with his wife and four children.