Nick R.

Nick R. is an accomplished finance professional with extensive experience in wealth management and trading. Currently serving as Managing Director at Evoke Advisors since July 2024, Nick has held senior roles at prominent firms including Bessemer Trust as Principal, Senior Client Advisor, and Boston Private as Director, Senior Wealth Advisor and Portfolio Manager. A proven expert in managing wealth for high net worth individuals, families, and institutions, Nick has also gained significant trading experience in positions at Bank of America Merrill Lynch, Morgan Stanley Smith Barney, and Merrill Lynch. Nick earned an MBA in Investment Analysis and Portfolio Management from USC Marshall School of Business and a B.S. in Finance from the University of Arizona.