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

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.

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

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.

Evoke Advisors

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

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

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