EPISODE · Nov 12, 2020 · 41 MIN
Part 2 of 2: The $5B Breakaway That Led to a $125mm Acquisition Deal
from The Diamond Podcast for Financial Advisors
In part 2 of 2, Mark Sear and David Hou pick up where their story left off after the 2008 break from Merrill, the sale of their RIA Luminous Capital to First Republic in 2012, and their decision to go back to independence as RIA Evoke Advisors.
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Part 2 of 2: The $5B Breakaway That Led to a $125mm Acquisition Deal
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