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.


$9.6 Billion of Assets Under Management *
10+ Years that the core team has been together
60+ Of the best and brightest minds
* As of 12/31/2019
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.







































Leadership

Bethany Peterson
Partner, Chief Financial Officer
Bethany Peterson is a Partner and Chief Financial Officer of IEQ Capital. Ms. Peterson has over 15 years of experience in the financial services industry. Prior to joining IEQ Capital, she served as the Vice President of Finance at GI Partners, a private investment firm with over $14 billion in AUM across private equity and real estate strategies. In her role she oversaw the reporting and operating functions of the private equity funds and management company. Ms. Peterson started her career at Deloitte & Touche LLP, where she focused on financial services and asset management assurance services.
Ms. Peterson is a Certified Public Accountant (currently inactive) in the state of California. She holds a BS in Business Economics from the University of California, Santa Barbara.

Christian Nelson
Partner
Christian Nelson is a Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for over two decades. He also serves on the Investment Committee of IEQ Capital.
Mr. Nelson began his career as an Advisor with Merrill Lynch in 1999, and has held positions with Zacks Investment Management and Fidelity Investments prior to joining the team at First Republic Bank in 2015. At First Republic Bank, Mr. Nelson served as a Senior Vice President and Wealth Manager.
Mr. Nelson received his Bachelor of Science in Engineering from Worcester Polytechnic Institute. He resides in Bellevue, WA with his wife and three children.

Colin Mark-Griffin, CAIA
Director of Research
Colin Mark-Griffin is a Director of Research at IEQ Capital, managing the research team and focusing on ongoing due diligence as well as the pipeline of new investments. Prior to IEQ Capital, Mr. Mark-Griffin spent 8 years with Welton Investment Partners, a multi-strategy hedge fund where he served on the Investment Committee and was the Head of Trading in charge of optimizing execution strategies in equity derivatives, futures, and foreign exchange markets.
Mr. Mark-Griffin holds a BA in Business Managerial Economics from UC Santa Cruz and has earned the Chartered Alternative Investment Analyst (CAIA) designation. He is currently an MBA candidate at the Haas School of Business Evening and Weekend MBA program. He lives in San Francisco with his wife and son.

Dean Horwitz
Partner, Chief Operating Officer
Dean Horwitz is a Partner and Chief Operating Officer of IEQ Capital where he designs and implements all day-to-day administrative and operational functions of the business.
Mr. Horwitz began his career working alongside the IEQ Capital Founding Partners while at Luminous Capital, an independent Registered Investment Advisory firm. Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic Bank in 2012. At First Republic Bank, Mr. Horwitz served as Senior Vice President and Co-COO of his division where he was the head of performance reporting and led the firm’s technology stack integration and user adoption, as well as the sunsetting of legacy systems.
Mr. Horwitz holds a Bachelor of Science degree with honors in Business Administration from the University of California, Berkeley where he was on the varsity rowing team.
Mr. Horwitz enjoys cycling and taking his dog, Zin, out for walks in his free time. He currently resides in Redwood City, California with his wife.

Eric Harrison
Co-CEO, Founder
Eric Harrison is a Founding Partner and Co-CEO of IEQ Capital, has served as a financial adviser to wealthy families and institutional investors for over a decade, and has been a principal investor for over 20 years. Mr. Harrison also sits on the Investment Committee at IEQ Capital.
Mr. Harrison began his career working within business and corporate development at Hewlett-Packard and Ricoh Corporation. In 2000, he joined Crosspoint Venture Partners working as a principal investor before becoming a founding general partner at GI Partners. In 2008, Mr. Harrison co-founded Luminous Capital, an independent Registered Investment Advisory firm. At Luminous, he served as CEO and Portfolio Manager. Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic Bank in 2012. At First Republic Bank, Mr. Harrison served as Senior Managing Director and Wealth Manager.
Mr. Harrison has been named a "Best-in-State Wealth Advisor" by Forbes. In addition, Barron's named him one of "America's Top 100 Independent Wealth Advisors" in 2018. In 2020, Barron's named IEQ Capital one of "America's Top RIA Firms," citing Mr. Harrison as one of the firm's top executives.*
Mr. Harrison is active in his community and has served on over 15 corporate boards including his roles as a member on the Board of Directors of four non-profit organizations: South Central Scholars, Woodside Priory, Girls’ Middle School, and Silicon Valley Urban Debate League (SVUDL). Additionally, Mr. Harrison serves on the advisory board for FPA Core Plus Fund IV; serves on the advisory board for Fortress Lending Fund; serves on the advisory board for Francisco Partners Credit Partners; serves on the advisory board for CBRE Wood Partners 4; and serves on the advisory board for CBRE Development Partners 5; and serves on the advisory board for Blackstone Strategic Partners Real Estate VII, L.P..
Mr. Harrison holds a Bachelor of Science from the University of Colorado and MBA from the UCLA Anderson School of Management.
*The awards listed are not endorsement of any third party to invest with IEQ and are not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. Barron's Disclaimer. Forbes' Disclaimer.
*All outside business activities may not be listed. Please request IEQ Capital's ADV 2B for complete information.
Forbes' wealth advisor ranking is developed by SHOOK Research, an independent research firm. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here: https://www.forbes.com/sites/rjshook/2019/09/10/methodology-americas-top-wealth-advisors-2019/#2bfb39985440

Frank McFarland
Founder
Frank McFarland is a Founding Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for more than two decades. He also serves on the Investment Committee of IEQ Capital.
Mr. McFarland began his career as an Investment Consultant to high net worth individuals at Fidelity Investments. In 2006, he joined Merrill Lynch as a Financial Analyst in the Private Banking and Investment Group. In 2008, Mr. McFarland co-founded Luminous Capital, an independent Registered Investment Advisory firm. At Luminous, he served as a Financial Adviser and member of the Investment Committee. Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic Bank in 2012. At First Republic Bank, Mr. McFarland served as a Senior Vice President and Wealth Manager.
Active in the community, Mr. McFarland and his wife proudly support Upward Bound House, which provides housing and support services for homeless families in the Los Angeles area.
Mr. McFarland received his Bachelor of Science in Accounting from Syracuse University.

Garret Giglia, CFA
Partner
Garret Giglia is a Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for 15 years. He also serves on the Investment Committee of IEQ Capital.
Mr. Giglia began his career in Public Accounting working in the Audit and Advisory practice at Windes & McClaughry. After earning his Certified Public Accountant designation (currently inactive) and spending 3 years at Windes & McClaughry, he joined the institutional asset management team at Pacific Life where he was responsible for making buy/sell recommendations on the underlying credit investments of the broader investment portfolio. In 2012, he joined the Private Banking and Investment Group (“PBIG”) at Merrill Lynch, shifting his focus from institutional investment management to high-net-worth wealth management. In 2016, Mr. Giglia joined First Republic Bank, serving as Senior Vice President and Wealth Manager.
Mr. Giglia holds a Bachelor of Science degree in Accounting from the University of Southern California. Mr. Giglia holds the Chartered Financial Analyst (CFA) designation.
Mr. Giglia lives in Burlingame with his wife and two sons.

Harry Guilfoyle
Partner
Harry Guilfoyle is a Partner of IEQ Capital managing a client service team of 11 investment professionals.
Mr. Guilfoyle began his career working alongside the IEQ Capital Founding Partners while at First Republic Investment Management. At First Republic, Mr. Guilfoyle served as Vice President and provided investment advice to wealthy families.
Mr. Guilfoyle holds a Bachelor of Arts degree in Public Policy from Duke University. He is a Bay Area native and resides in Redwood City with his wife.

Ian Linford
Partner
Ian Linford is a Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for nine years. He also serves on the Investment Committee of IEQ Capital.
Mr. Linford began his career working alongside the IEQ Capital Founding Partners while at Luminous Capital, an independent Registered Investment Advisory firm. Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic Bank in 2012. At First Republic Bank, Mr. Linford served as Senior Vice President and Wealth Manager.
Mr. Linford is a member of the Investment Committee of the Silicon Valley International School in Palo Alto, California. He is the Investment Committee Chair for the Elizabeth F. Gamble Garden in Palo Alto.
Mr. Linford is a Federal Aviation Administration certified Private Pilot. He lives with his wife in Redwood City, California. Mr. Linford holds a Bachelor of Arts degree in Economics from Stanford University.

Jeff Westsmith, CFA
Founder
Jeff Westsmith is a Founding Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for the past 15 years. He also sits on the Investment Committee at IEQ Capital and oversees the firm’s Research group.
Mr. Westsmith began his career working with high net worth families at Fidelity Investments. In 2006, he joined the Private Banking and Investment Group at Merrill Lynch and later co-founded Luminous Capital, an independent Registered Investment Advisory firm. At Luminous Capital, he served as a Financial Adviser and member of the Investment Committee. Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic Bank in 2012. At First Republic Bank, Mr. Westsmith served as Managing Director and Wealth Manager.
Mr. Westsmith has been named “Best-in-State Wealth Advisor” and “America’s Next Gen Advisors” by Forbes. In 2020, Barron's named IEQ Capital one of "America's Top RIA Firms."*
Mr. Westsmith is actively involved in his community. He is a member of the Board of Directors at Windmill School where he serves on the finance committee. He is also a supporter and active volunteer with the Boys & Girls Clubs of the Peninsula (BGCP). Additionally, Mr. Westsmith serves on the iCapital Advisory Council and the advisory board for BlackRock Secondaries and Liquidity Solutions Fund.
Mr. Westsmith holds a Bachelor of Arts degree from UCLA and has earned the Chartered Financial Analyst (CFA) designation.
*The awards listed are not endorsement of any third party to invest with IEQ and are not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. Barron's Disclaimer. Forbes' Disclaimer.
*All outside business activities may not be listed. Please request IEQ Capital's ADV 2B for complete information.
Forbes' wealth advisor ranking is developed by SHOOK Research, an independent research firm. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here: https://www.forbes.com/sites/rjshook/2019/09/10/methodology-americas-top-wealth-advisors-2019/#2bfb39985440

Lior Kosovski
Chief Compliance Officer
Lior Kosovski is General Counsel and the Chief Compliance Officer at IEQ Capital. Mr. Kosovski has over 14 years of legal and regulatory experience in the financial services industry. Prior to joining IEQ Capital, Mr. Kosovski was at Paul Hastings LLP where he advised private pooled investment funds, investment advisers, and investment companies on all aspects of their organization, registration, and operation, including regulatory and compliance matters. Prior to that, Mr. Kosovski served as the General Counsel and Chief Compliance Officer of two prominent Los Angeles based investment firms. Mr. Kosovski started his career at Sidley Austin LLP, where he was a member of the investment products and derivatives group.
Mr. Kosovski holds a J.D. (Summa Cum Laude) from Loyola Law School and a BA (Summa Cum Laude) in communications from Eastern Michigan University

Megan Whyte
Partner, Chief Client Officer
Megan Whyte is Chief Client Officer at IEQ Capital and also oversees the firm's HR and Marketing functions. She has nearly two decades of experience delivering and overseeing high touch, personalized service for wealthy families in the United States, the UK and Europe. Prior to joining IEQ Capital, Ms. Whyte held a variety of roles over 17 years at Fisher Investments, including serving as Group Vice President of UK & European Client Services, Client Operations and Risk Management. She also served as Director of Fisher Investments Europe for nearly a decade, where she helped oversee all aspects of running a UK-based wealth manager.
Ms. Whyte holds a Bachelor of Arts in Economics from the University of California, Los Angeles. She is a Bay Area native and Castilleja School alumna. She lives in Redwood City with her husband and daughter.

Robert Skinner
Co-CEO, Founder
Robert Skinner is a Founding Partner and Co-CEO of IEQ Capital and has served as a financial adviser to wealthy families and institutional investors for over two decades. Mr. Skinner also sits on the Investment Committee at IEQ Capital.
Mr. Skinner began his career at Fidelity Investments in 1995, before joining Merrill Lynch as First Vice President of Investments. In 2008, Mr. Skinner co-founded Luminous Capital, an independent Registered Investment Advisory firm. At Luminous, he served as Chief Investment Officer, Co-Head of Investment Research, and Co-Manager of Portfolio Construction. Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic Bank in 2012. At First Republic Bank, Mr. Skinner served as Senior Managing Director and Wealth Manager.
Mr. Skinner has been named one of "America’s Top Wealth Advisors" by Forbes. In addition, Barron's named him annually as one of “America’s Top 100 Financial Advisors” from 2015 to 2019, and as one of "America's Top 100 Independent Wealth Advisors" from 2015 - 2018. In 2020, Barron's named IEQ Capital one of "America's Top RIA Firms," citing Mr. Skinner as one of the firm's top executives.*
Active in the community, Mr. Skinner serves on the Board of Directors for The First Tee of Monterey County, the Board of Directors of the Pebble Beach Company Foundation, and the Board of Directors of the University of Connecticut (“UCONN”) Foundation, where he also serves on the investment committee. Mr. Skinner is a trustee of PGA REACH, the charitable foundation associated with PGA of America, as well as the Naval Postgraduate School Foundation. Mr. Skinner also serves on multiple private alternative investment advisory boards. Mr. Skinner and his wife actively support the Monterey Peninsula Foundation, the American Heart Association, Pebble Beach Company, the Santa Catalina School, the Stevenson School, the Monterey Museum of Art, and The Boys and Girls Club of Monterey.
Mr. Skinner holds a Bachelor of Arts in Political Science from the University of Connecticut.
*The awards listed are not endorsement of any third party to invest with IEQ and are not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. Barron's Disclaimer. Forbes' Disclaimer.
*All outside business activities may not be listed. Please request IEQ Capital's ADV 2B for complete information.
Forbes' wealth advisor ranking is developed by SHOOK Research, an independent research firm. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here: https://www.forbes.com/sites/rjshook/2019/09/10/methodology-americas-top-wealth-advisors-2019/#2bfb39985440

Sam Shephard
Partner
Sam Shephard is a Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for nine years. He also serves on the Investment Committee of IEQ Capital.
Mr. Shephard began his career working alongside the IEQ Capital Founding Partners while at Luminous Capital, an independent Registered Investment Advisory firm. Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic Bank in 2012. At First Republic Bank, Mr. Shephard served as Vice President and Wealth Manager.
Mr. Shephard is an active supporter of the GO Campaign in Los Angeles, where he currently resides.
Mr. Shephard holds a Bachelor of Arts degree in Economics from Vanderbilt University.
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.

Brad Jones
Founder, Redpoint Ventures; Venture Capital and Real Estate Investor
Brad Jones is an independent venture capitalist and real estate investor. He was a founder and partner of Redpoint Ventures, and a general partner with Brentwood Venture Capital, a firm he joined in 1981. He currently focuses on real estate and technology opportunities located in Southern California. He has served on the boards of 10 public companies funded by Brentwood and Redpoint, and he is currently a board member of Stamps.com and Sensydia Corp. Jones received an AB in chemistry, summa cum laude, and an AM in physics from Harvard University. Jones also holds an MBA from the Stanford Graduate School of Business, where he was an Arjay Miller Scholar, and a JD from the Stanford Law School, where he was elected to the Order of the Coif.

Dan Glenn
Chief Executive Officer, Promethean Shield
Daniel Glenn served in the United States military for 10 years, studying international relations at the United States Naval Academy before earning a Master’s degree in Government from the University of Maryland. As a Navy Explosive Ordnance Disposal (Special Operations) Officer, Daniel deployed twice in two major campaigns, leading teams called upon to defuse IEDs, dive in search of underwater explosives, and dismantle chemical weapons. Daniel founded two philanthropic efforts in his spare time, and once broke a Guinness World Record for running a mile in an 80-lb bomb suit in 8 minutes and 30 seconds. Following his military career, he became a Schwarzman Scholar, earning a Master’s degree in Management at Tsinghua University in Beijing before moving to Silicon Valley as a CEO of a private wealth asset management firm. He now advises early stage startups and private wealth clients in their investments, passion projects, and philanthropic endeavors.

Jane Dietze
Chief Investment Officer, Brown University
Ms. Dietze is a tenured investment professional with more than three decades of investing globally across numerous asset classes. She is the Chief Investment Officer in the Investment Office of Brown University. Prior to Brown, she was the Director of Private Equity at Bowdoin College. Ms. Dietze joined Bowdoin from Fortress Investment Group where she was the Managing Director in the Credit Funds group.
Before joining Fortress, Ms. Dietze was a General Partner in venture capital funds, NextPoint Partners, an early-stage, technology focused fund, and Columba Capital Corporation, an IT and communications focused private equity fund, where she was a member of the Investment Committees and held board roles in over a dozen companies. Ms. Dietze came to venture capital after founding, leading and eventually selling a software company. Preceding Ms. Dietze's experience as an entrepreneur and investing in entrepreneurs, she spent several years working in Russia and Central Europe as an Investment Officer at the International Finance Corporation, the private investment arm of the World Bank. She began her career as an analyst in the Mergers and Acquisitions Department of Goldman Sachs & Co.
Ms. Dietze received a B.A. cum laude in Politics from Princeton University and a M.A. in International Economics and Russian Studies from the Johns Hopkins School of Advanced International Studies.

Pete Briger
Co-Chief Executive Officer, Fortress Investment Group
Mr. Briger is Co-Chief Executive Officer of Fortress Investment Group. Prior to joining Fortress in 2002, Mr. Briger spent fifteen years at Goldman Sachs, where he became a partner in 1996. Mr. Briger serves on the board of several charitable organizations including Princeton University, the UCSF Foundation and Tipping Point. In addition, Mr. Briger is a member of the Council on Foreign Relations and Chairman of the U.S. Soccer Investment Committee. Mr. Briger received a B.A. from Princeton University and an M.B.A. from the Wharton School of Business.