Dan Kelso

Partner at Evoke Advisors

Dan Kelso is currently serving as the Chief Compliance Officer at Evoke Advisors, bringing over ten years of experience in operational and financial management within private wealth management firms. Dan also holds positions as Partner, Chief Financial Officer, and Chief Compliance Officer at Evoke Wealth, and previously worked as a Vice President at First Republic Bank. Dan is dedicated to delivering exceptional service at the highest fiduciary standards.

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Timeline

  • Partner

    Current role

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