Kim Ip, CIMA®

Designations

• Certified Investment Management Analyst®*

Work Experience

• Joined MAI Capital Management in 2025
• Serves as a financial adviser to wealthy families and institutional clients
• Partner at Evoke Advisors since the firm’s inception in 2019
• Served as Managing Director at First Republic Bank for six years, advising clients and contributing to research as a member of the Alternative Investments Committee and Asset Allocation Committee
• Co-founded Luminous Capital in 2008, serving as Chief Investment Officer and advising clients until its acquisition by First Republic Bank
• Entered wealth management in 2005 at Merrill Lynch, leading research and operations for a team in the Private Banking and Investment Group
• Began her career in investment banking at Merrill Lynch and Lehman Brothers, raising approximately $5 billion in public and private capital markets

Life Outside of MAI 

• Based in San Diego with her husband
• Serves on the Scripps Clinic & Green Hospital Advisory Board
• Serves on the Financial Council of Church of Nativity
• Actively supports animal charities and various Catholic organizations

Education

• Rutgers University, BS in Economics
• NYU Stern School of Business, MBA in Finance
• Wharton School, University of Pennsylvania, CIMA® designation

*The governing body of CIMA is the Investments and Wealth Institute.