Illumine Investment Management, LLC

Ivan Jevremovic is a financial advisor at Illumine Investment Management, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Illumine Investment Management since 2016, including its current iteration since 2021, as well as prior roles at CS Planning Corp. and Beverly Hills Wealth Management, LLC. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients by providing discretionary and non-discretionary investment management combined with integrated financial planning. The firm uses a quantitatively driven investment approach with proprietary multi-factor models and a disciplined asset-allocation framework across multiple sleeves, customizing allocations based on client objectives and risk tolerances.

Mark Mccomsey is a financial advisor at Illumine Investment Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Illumine since 2016. Prior to that, he was with Beverly Hills Wealth Management, LLC from 2013 to 2016 and CS Planning Corp. from 2016 to 2021. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients, providing discretionary and non-discretionary investment management along with integrated financial planning. The firm employs a quantitatively driven investment approach using proprietary multi-factor models and a disciplined asset-allocation framework tailored to client objectives and risk tolerances.

Shiyi Zhang is a financial advisor at Illumine Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Leju USA LLC and in academic roles at the University of California and Walla Walla University. Outside of advising, Zhang has experience as an assistant manager in the retail sector. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients, providing discretionary and non-discretionary investment management along with integrated financial planning. The firm employs a quantitatively driven investment approach using proprietary multi-factor models and customizes allocations based on client objectives and risk tolerances.