November 5, 2020
Part 1 of 2: The $5B Breakaway That Led to a $125mm Acquisition Deal
The Diamond Podcast for Financial AdvisorsAbout this episode
Mark Sear and David Hou, Managing Partners of Evoke Advisors, talk about their 2008 breakaway from Merrill Lynch to form RIA Luminous Capital, why they chose to sell Luminous to First Republic, their decision to leave First Republic for independence again, and much more in part 1 of a 2-part podcast episode.