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Kim Ip

Partner at Evoke Advisors

Kim Ip is a Partner at Evoke Advisors, a financial advisory firm. She has a strong background in wealth management and investment banking. Here are some key details about her:

  • Professional Background: Kim Ip began her wealth management career at Merrill Lynch in 2005, focusing on research and operations within the Private Banking and Investment Group. In 2008, she co-founded Luminous Capital, serving as the Chief Investment Officer until the firm was acquired by First Republic Bank in 2012. She then became a Managing Director at First Republic Investment Management, where she was part of the Alternative Investments Committee and the Asset Allocation Committee.12

  • Investment Banking Experience: Prior to her wealth management roles, Kim spent 12 years in investment banking at major firms like Merrill Lynch and Lehman Brothers, where she was involved in raising approximately $5 billion in public and private capital markets.12

  • Education: Kim holds a Bachelor of Science in Economics from Rutgers University and an MBA in Finance from New York University's Stern School of Business. She also has a Certified Investment Management Analyst (CIMA) designation from the Wharton School at the University of Pennsylvania.12

  • Current Role: As a Partner at Evoke Advisors since 2019, Kim continues to advise wealthy families and institutional clients.23

  • Personal Involvement: Kim is based in San Diego and serves on the Scripps Clinic & Green Hospital Advisory Board. She also supports animal charities, including Road Dogs & Rescue.1

Her LinkedIn profile can be found under the username kim-ip-b87a2113.2

Highlights

Professionals - Kim IP
Practice Areas - Kim IP
Dec 24 · nievesip.com
DAVID KIM IP Professional - Nieves IP Law Group
Our Team - Evoke Advisors
Our Team - Evoke Advisors
Kim Ip - Evoke Advisors
Kim Ip - Evoke Advisors
May 19 · theorg.com
Kim Ip - Partner at Evoke Advisors | The Org
Aug 13 · RIABiz
With RIA valuations ticking down and successions ticking up, Focus Financial deep sixes 'drunken sailor' pause, forgoes buyback plan and adds a CEO - RIABiz
With RIA valuations ticking down and successions ticking up, Focus Financial deep sixes 'drunken sai
Aug 13 · RIABiz
With RIA valuations ticking down and successions ticking up, Focus ... - RIABiz
With RIA valuations ticking down and successions ticking up, Focus ... - RIABiz
Jun 16 · unh.edu
Kim Ip | Institute for Student Success - University of New Hampshire
Sep 11 · cnbc.com
'We're always looking for ideas outside the box,' Evoke Wealth - CNBC
'We're always looking for ideas outside the box,' Evoke Wealth - CNBC

Related Questions

What are Kim Ip's key achievements at Evoke Advisors?
How did Kim Ip transition from investment banking to wealth management?
What is Kim Ip's role at First Republic Bank?
Can you provide more details about Kim Ip's time at Luminous Capital?
What charitable activities is Kim Ip involved in?
Kim Ip
Kim Ip, photo 1
Kim Ip, photo 2
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Location

San Diego, California, United States