Nick Ravden, CTFA, CEPA

Nick is a Managing Director at Evoke Advisors, supporting multi-generational families and individuals. Nick also advises entrepreneurs through business, life and wealth transitions, including pre- and post-exit planning. Prior to joining Evoke, Nick was a Senior Advisor at Bessemer Trust Company, providing guidance and planning support in the areas of investment management, trusts and estates, tax, risk management and philanthropic advisory.  He began his career in financial services in 2000, working in institutional fixed income and equity trading, primarily with UBS and Merrill Lynch in New York and joined Boston Private Bank and Trust Company in 2013.

Nick earned a B.S. in Finance from The University of Arizona and an MBA from the USC Marshall School of Business with concentrations in Finance and Entrepreneurship. In addition, Nick is a Certified Trust and Fiduciary Advisor (CTFA) and Certified Exit Planning Advisor (CEPA).

Nick is active in his community, mentoring students from both of his alma maters and supporting multiple veterans organizations throughout Southern California.  Nick enjoys traveling and spending time with his wife and two children.