We are pleased to welcome Shaun Skeris and Dan Steinberg as Managing Directors and Scott Mesa as a Senior Director to IEQ Capital (“IEQ”). The team has more than 20 years in aggregated experience, and it will continue to work with ultra-high-net-worth individuals and families.
"I am honored to join the IEQ Capital team and offer my clients its platform, philosophy and model along with the dedication to service and culture that the team embodies. It is refreshing to see IEQ’s approach to portfolio composition as it aims to achieve higher risk-adjusted returns,” said Shaun Skeris.
“IEQ’s approach of blending traditional stocks and bonds with alternatives is what really sets it apart in my opinion. I am thrilled to be a part of the team,” said Dan Steinberg.
Robert Skinner, IEQ’s Co-Founder and Co-CEO, stated that he “believes that Shaun, Dan and Scott will be an impactful addition to IEQ. Their history of striving to provide investment and service excellence aligns with IEQ’s mission and values-driven culture.”
Shaun Skeris: Shaun is a Managing Director of IEQ Capital with over two decades of experience. He previously served as a Senior Strategist at BNY Mellon where he was responsible for advising high-net-worth clients and family offices. Prior to BNY, he spent time at Umpqua Bank, City National, Morgan Stanley, PIMCO, and Credit Suisse. Shaun has a Bachelor of Arts in Economics and a Masters in International Business from the University of Florida. He holds the Chartered Financial Analyst (CFA) designation.
Dan Steinberg: Dan is a Managing Director at IEQ Capital with over two decades of experience. He previously served as a Senior Wealth Manager at BNY Mellon where he was responsible for advising high-net-worth clients and family offices. He spent 15 years as a research analyst and portfolio manager at investment management organizations such as Millennium Partners, the Teacher Retirement System of Texas, PIMCO, and Bank of America. He has a Bachelor of Arts in Economics from the University of California, Los Angeles and a MBA from the University of Texas at Austin. He holds the Chartered Financial Analyst (CFA) designation.
Scott Mesa: Scott is a Senior Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for over a decade. Prior to IEQ, Scott served as a Vice President for BNY Mellon, and he was recognized as a Platinum Producer in 2021. He held previous roles with Merrill Lynch and City National Rochdale. Mr. Mesa holds a Bachelor of Arts degree in Financial Planning from SUNY at Alfred State College. Mr. Mesa is a Certified Financial Planner (CFP) and a Certified Exit Planning Advisor (CEPA).