Evolve Private Wealth, LLC

Razmig Der Tavitian is a CFA® charterholder and financial advisor with four years of industry experience, currently with Evolve Private Wealth, LLC. His prior roles include positions at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., Wells Fargo Clearing Services, LLC, MUFG Union Bank, and Wilshire Associates. He serves on the investment committee for the Western Diocese Endowment Fund and is a board member of the Hovsepian School. Evolve Private Wealth provides wealth management, investment management, and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamental, long-term investment approach with diversified portfolios including mutual funds, ETFs, stocks, bonds, and alternative investments, and incorporates options and derivatives strategies within separately managed accounts.

Eleanor Weinstock is a financial advisor at Evolve Private Wealth, LLC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Morgan Stanley. She is also involved with Evolve Wealth Insurance LLC as a licensed insurance agent, dedicating a portion of her time to insurance sales and implementation. Evolve Private Wealth provides wealth management, investment management, and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamentally driven, long-term investment approach with diversified portfolios and incorporates options and derivative strategies within separately managed accounts.

Adam Schwartz is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA. He holds a Series 65 designation and has been with SLK Private Wealth Management and Evolve Private Wealth since 2023. Prior to his advisory career, he studied at the University of Wisconsin - Madison from 2021 to 2025. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamentally driven, long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual securities, and alternative investments, with an emphasis on ongoing portfolio monitoring and client communication.

Armen Kesian is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Sanctuary Securities, Inc., NYLIFE Securities LLC, and J.P. Morgan Securities LLC. He also has experience at Wells Fargo Bank, N.A. and has been involved with Siraki, Inc. and In Home Supportive Services (Ihss). Evolve Private Wealth serves individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans, offering wealth management, investment management, and financial planning services. The firm employs a fundamental, long-term investment approach, utilizing diversified portfolios with low-cost funds, individual securities, and alternative investments, alongside options and derivative strategies, supported by ongoing portfolio monitoring and client communication.

Hank Krakover is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA, with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing Services, LLC for over two decades before joining Sanctuary Advisors and Sanctuary Securities. He is also a licensed insurance agent and dedicates part of his time to insurance sales through Evolve Wealth Insurance LLC. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamental, long-term investment approach using diversified portfolios that include mutual funds, ETFs, stocks, bonds, independent managers, alternative investments, and options strategies.

Edward Kahn is a financial advisor at Evolve Private Wealth, LLC in Los Angeles, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sanctuary Advisors, Sanctuary Securities, Wells Fargo Clearing Services, CP Investments, and Canyon Capital Advisors. Kahn is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamental, long-term investment approach using diversified portfolios of low-cost funds, individual securities, and alternative investments, with an emphasis on ongoing portfolio monitoring and client communication.

Eric Gould is a financial advisor at Evolve Private Wealth, LLC with one year of experience at the firm. He holds a Series 63 designation and previously worked at Guggenheim Partners for three years. Outside of advising, he has been involved with Allen Media Group since 2017. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm’s investment approach focuses on fundamental analysis and long-term portfolio construction using diversified, low-cost investments and incorporates options and derivative strategies when appropriate.

Brett Cohen is a financial advisor with Evolve Private Wealth, LLC in New York, NY, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Merrill, Independent Financial Group, and American Express Company. Outside of his advisory work, he is involved as a member in a venture capital investment entity. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamentally-driven, long-term investment approach, utilizing diversified portfolios composed of low-cost mutual funds, ETFs, individual securities, and alternative investments, along with options and derivative strategies within separately managed accounts.

Barbara Moreno is a financial advisor at Evolve Private Wealth, LLC with nine years of industry experience. She holds a Series 66 designation and has worked previously at Sanctuary Advisors, Sanctuary Securities, and Merrill Lynch. Moreno is based in Los Angeles, CA. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm’s investment approach emphasizes fundamental analysis, long-term orientation, and diversified portfolios using low-cost mutual funds, ETFs, individual securities, and alternative investments.

Jonathan Lewis is a financial advisor at Evolve Private Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Sanctuary Advisors. Lewis is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. Evolve Private Wealth serves individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans with wealth management, investment management, financial planning, and retirement plan advisory. The firm employs a fundamental, long-term investment approach, utilizing diversified portfolios that include mutual funds, ETFs, stocks, bonds, independent managers, and alternative investments.

Glen Strauss is a financial advisor at Evolve Private Wealth, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for 22 years before joining Sanctuary Advisors and Sanctuary Securities. Strauss is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamental analysis-based, long-term investment approach and constructs diversified portfolios using low-cost funds, individual securities, independent managers, and alternative investments.

Nicholas Andrian is a financial advisor at MAI Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Evoke Advisors and First Republic Private Wealth Management. His background also includes various roles in education and community organizations. MAI Capital Management provides discretionary and non-discretionary investment and wealth management services to individuals, families, sports professionals, and institutional clients. The firm employs a multi-strategy investment platform that includes internally managed portfolios, ETFs, option strategies, and private investments, along with tailored wealth planning and tax services.

Luke Mc Grath is a CFP® professional at Evolve Private Wealth, LLC with three years of industry experience. He previously worked at Morgan Stanley & Co. LLC for four years and held roles at Bloomberg L.P. before joining Evolve. Evolve Private Wealth provides wealth management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, and individual securities, with additional strategies including options and alternative investments.

Adam Weinstock is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Evolve Private Wealth, LLC and has previously held roles at Sanctuary Advisors LLC, Sanctuary Securities, Inc., Wells Fargo Advisors, Wells Fargo Clearing, and Northwestern Mutual Investment Management. Outside of his advisory work, he is involved with Evolve Wealth Insurance LLC as a licensed insurance agent and is a managing member of Purple Sector Investments, LLC. Evolve Private Wealth, LLC serves individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm uses a fundamental, long-term investment approach to build diversified portfolios utilizing mutual funds, ETFs, individual securities, independent managers, and alternative investments, with a focus on ongoing portfolio monitoring and client communication.