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



