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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$23.5 Billion of Regulatory Assets Under Management *

15+ Years that the core team has been together

155+ Of the best and brightest minds

* As of 12/31/23; *RAUM as of 12/31/2022 as reported in IEQ Capital’s Form ADV filed in March 2023 totaled $18.5bn.​

Our Team

Investors.
Business leaders.
At your service.

We are investors, not just advisers. We are 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 are dedicated to providing you with an exceptional client experience. 

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Managing Director

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Co-Chief Executive Officer, Founding Partner

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