EPISODE · Nov 5, 2020 · 39 MIN
Part 1 of 2: The $5B Breakaway That Led to a $125mm Acquisition Deal
from The Diamond Podcast for Financial Advisors
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.
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Part 1 of 2: The $5B Breakaway That Led to a $125mm Acquisition Deal
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