Alex Shahidi

Alex Shahidi is a managing partner and cochief investment officer at Evoke Advisors, a $21 billion registered investment advisor. Alex has more than twenty years of experience as an investment consultant managing billions of dollars for institutional and ultra-high-net-worth clients. He began his career at Merrill Lynch, where he led one of the firm's largest institutional consulting groups, advising more than $10 billion in assets with an average client size of approximately $300 million....See more

Alex Shahidi is a managing partner and cochief investment officer at Evoke Advisors, a $21 billion registered investment advisor. Alex has more than twenty years of experience as an investment consultant managing billions of dollars for institutional and ultra-high-net-worth clients. He began his career at Merrill Lynch, where he led one of the firm's largest institutional consulting groups, advising more than $10 billion in assets with an average client size of approximately $300 million. After Merrill, Alex cofounded Advanced Research Investment Solutions (ARIS), where he, along with cofounder Damien Bisserier, oversaw the firm's research and client service efforts. Alex is a Chartered Financial Analyst (CFA(R)), a Certified Investment Management Analyst (CIMA(R)), a Certified Financial Planner (CFP(R)), and a Chartered Financial Consultant (ChFC(R)). Barron's magazine has repeatedly ranked him as one of America's Top 100 Independent Financial Advisors, Top 1,200 Financial Advisors, and Top 1,000 Financial Advisors. Alex graduated cum laude from the University of California, Santa Barbara, with degrees in business economics and law. He earned a JD from the University of California, Hastings Law School, and is a member of the bar in California. Alex's first book, Balanced Asset Allocation: How to Profit in Any Economic Climate, was published by Wiley in 2014. The article introducing the premise of the book was recognized with the IMCA 2012 Stephen L. Kessler Writing Award as well as in the Wall Street Journal, Market Watch, Money News, Fidelity.com, and Wall Street Daily. Alex has been interviewed on Bloomberg Television and Radio, BBC World News, and Yahoo Finance and for articles in the Wall Street Journal, Barron's, and other major publications. He has also been featured in numerous podcasts, including Capital Allocators, The Investor's Podcast, and Seeking Alpha. See less