The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


Part 1 of 2: The $5B Breakaway That Led to a $125mm Acquisition Deal

November 05, 2020

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.