We are driven by a shared commitment and foundational trust

At IEQ Capital you get a highly experienced investment team, not just an individual adviser. As fiduciaries and community leaders, we prioritize the best interests of our clients and hold ourselves accountable to building a culture of integrity.

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$17 Billion of Regulatory Assets Under Management *

10+ Years that the core team has been together

100+ Of the best and brightest minds

* As of 6/30/22; *RAUM as of 12/31/2021 as reported in IEQ Capital’s Form ADV filed in March 2022 totaled $17.8bn

Our Team

Investors.
Business leaders.
At your service.

We are investors, not just advisers. We're independent and free from the limitations of larger financial institutions. These factors create a mutual incentive to provide investment opportunities tailored to your specific needs. Through clear communication and full transparency, we're dedicated to providing you with an exceptional client experience.

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Leadership

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Co-CEO, Founder

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Partner, Chief Financial Officer

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Managing Director, Senior Wealth Strategist

A photo of Colin Mark-Griffin, CAIA

Managing Director of Research

A photo of Dean Horwitz

Partner, Chief Operating Officer

A photo of Eric Harrison

Co-CEO, Founder

A photo of Frank McFarland

Founder

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Partner

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Partner

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Managing Director

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Managing Director

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Director, Growth

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Chief Compliance Officer, General Counsel

A photo of Megan Whyte

Partner, Chief Client Officer

A photo of Nicole Cole

Senior Director, Human Capital

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Co-CEO, Founder

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Managing Director

A photo of Sam Shephard

Partner

A photo of Vanessa Knightly

Managing Director

A photo of Zico Parmar

Senior Director, Operations

Advisory Board

We continually strive to better ourselves and proactively seek feedback to help us in our quest of pursuing investment excellence and a values-driven culture. To that end, we have elected an Advisory Board to guide our growth and provide an independent point of view. 

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Founder, Redpoint Ventures; Venture Capital and Real Estate Investor

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Chief of Staff, GoodLeap

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Chief Investment Officer, Brown University

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Co-Chief Executive Officer, Fortress Investment Group