We are proud to announce the expansion of our New York advisory team with the appointment of Frank Mason as Managing Director. Frank brings nearly two decades of experience advising ultra-high-net-worth families, entrepreneurs, and institutions, further strengthening IEQ Capital’s presence in a key financial market.
Frank Mason’s Background and Experience
Frank joins IEQ from J.P. Morgan Private Bank, where he most recently served as Executive Director, advising families and family offices on bespoke investment strategies and trust and estate planning. Prior to that, he was Vice President at Goldman Sachs Private Wealth Management, where he delivered tailored solutions for family offices, endowments, and foundations.
Earlier in his career, Frank held investment, policy, and corporate development roles at the U.S. Department of Health and Human Services, The Advisory Board Company, and Goldman Sachs’s Distressed Corporate Bond and Equity Research desks. His background reflects a blend of institutional investment experience, policy expertise, and family office advisory that aligns closely with IEQ’s mission.
Expanding IEQ’s Advisory Capabilities in New York
With expertise spanning public and private markets, including distressed debt, equity research, and alternative investments, Frank adds a unique perspective to IEQ’s advisory platform. His experience in cross-generational wealth planning, estate structuring, and investment sourcing will support IEQ’s continued expansion across New York and the broader East Coast.
“Frank brings both sophistication and a client-first mindset to his work,” said Eric Harrison, Co-Founder and Managing Partner at IEQ Capital. “His experience advising complex families and institutions, combined with his thoughtful approach to wealth structuring and investment opportunities, makes him an excellent cultural and professional addition to our team.”
Commitment to Families and Next Generation
Beyond his investment expertise, Frank has long focused on helping families prepare for cross-generational transitions and equipping the next generation with tools to sustain their legacies. This emphasis complements IEQ’s holistic approach, integrating wealth management with planning, family dynamics, and education for long-term client success.
“I was impressed by IEQ’s culture of integrity and collaboration,” said Frank Mason. “It is rare to find a firm that blends institutional investment access with such a personal dedication to clients, and I look forward to helping families navigate both opportunities and challenges.”
Our Commitment to UHNW Families
The addition of Frank Mason underscores IEQ Capital’s ongoing commitment to attract top advisory talent and provide UHNW families with personalized, institutional-caliber solutions. As IEQ expands its presence in New York, the firm remains focused on delivering clarity, strategy, and opportunity to families navigating the complexities of wealth.
About IEQ Capital
IEQ Capital is an independent wealth management firm and multi-family office serving ultra-high-net-worth individuals, families, and institutions. The firm provides a combination of personalized advisory and family office services with institutional-caliber investment access across public and private markets. Founded in 2019, IEQ was built by a team of advisors and entrepreneurs committed to client service, investment excellence, and independence. Leveraging a broad understanding of asset classes, institutional relationships, and access to exclusive private opportunities, IEQ designs portfolios tailored to clients’ long-term goals.