Team | IEQ Capital

Aaron Price, CFA

Partner

Aaron Price, CFA

Partner

Aaron Price is a Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for 16 years. He also serves on the Investment Committee of IEQ Capital.

Mr. Price began his career working with high-net-worth families at Morgan Stanley. There, Mr. Price focused on Venture Capital liquidation events, capital markets trading and broader asset allocation. After six years at Morgan Stanley, he joined the Private Banking group at Deutsche Bank, expanding his experience into lending and other capital market transactions. In 2016, Mr. Price joined First Republic Investment Management, serving as Senior Vice President and Wealth Manager.

Mr. Price currently serves on the Advisory Board for 10,000 Degrees. Mr. Price is also an active supporter of Project Night Night in San Francisco, California and Charlie’s Acre’s in Sonoma, California.

Mr. Price holds a Bachelor of Science degree in Human Resources and a Bachelor of Arts degree in Psychology from Miami University (Ohio). Mr. Price holds the Chartered Financial Analyst designation.

Mr. Price lives in San Francisco, California with his wife and two daughters.

Adam Beard

Managing Director

Awards & Recognition

Forbes Best-In-State

*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.

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.

The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. 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.

Adam Beard

Managing Director

Adam Beard is a Managing Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for over 25 years. Mr. Beard leads IEQ Capital’s recent expansion to Boston.

Prior to joining IEQ Capital, Mr. Beard was a Managing Director and Wealth Manager at First Republic Investment Management which he joined in 2018. Mr. Beard was previously a Senior Vice President within the Private Wealth Group at Jefferies. His experience includes wealth management, investment banking and capital markets experience, providing customized strategies and tailored services designed to meet the unique needs of affluent clients and their families. Previous to Jefferies' Private Wealth Group, Mr. Beard was a Senior Vice President within Jefferies' Technology Investment Banking Group based in San Francisco, California. He began his career with Prudential Securities in New York.

Mr. Beard is active in his community, serving as a Board Member and Member of the Development Committee for Boston Youth Symphony Orchestra. Mr. Beard was previously a Board Member of BUILD Boston, a non-profit organization that uses entrepreneurship to ignite the potential of youth from under-resourced communities and equip them for high school, college and career success.

Mr. Beard has been recognized as a 2023 Best-in-State Wealth Advisor by Forbes.

Mr. Beard holds a Bachelor of Arts from Trinity College and attended Deerfield Academy.

A New England native, Mr. Beard resides in Wellesley, Massachusetts with his wife and two daughters.

Awards & Recognition

Forbes Best-In-State

*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.

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.

The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. 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.

Alan Zafran

Co-Chief Executive Officer, Founding Partner

Awards & Recognition

2021 Forbes America’s Top 250
2020 Forbes America’s Top 250
2020 Forbes Best-In-State NorCal

*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 advisor rankings formula utilizes three major categories of calculations: (1) Assets (2) Revenue and (3) Quality of practice. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron's verifies that data with the advisors' firms and with regulatory databases and then applies their rankings formula to the data to generate a ranking. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. This ranking does not guarantee any potential investment outcomes, nor does it rank advisors based on investment performance. There is no fee for participation. More information can be found here.

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.

Alan Zafran

Co-Chief Executive Officer, Founding Partner

Alan Zafran is a Founding Partner and Co-CEO of IEQ Capital and has served as a financial adviser to wealthy families and institutional investors for nearly three decades. Mr. Zafran also sits on the Investment Committee at IEQ Capital.

Mr. Zafran began his career at Goldman Sachs in the Private Client Group. After seven years at Goldman Sachs, Mr. Zafran and his entire team joined Merrill Lynch, where he helped to build the Private Banking and Investment Group. In 2008, Mr. Zafran co-founded Luminous Capital, an independent Registered Investment Advisory firm. At Luminous, he served as a Portfolio Manager 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. Zafran served as Senior Managing Director and Wealth Manager.

Mr. Zafran has been named one of "America’s Top Wealth Advisors" by Forbes. In addition, Barron's named him one of “America’s Top 100 Financial Advisors” and as one of "America's Top 100 Independent Wealth Advisors". In 2021, Barron's named IEQ Capital one of "America's Top RIA Firms," citing Mr. Zafran as one of the firm's top executives.*

Mr. Zafran is active in his community. He is the Secretary, Treasurer and a member of the Board of Directors, as well as serves on the Investment Committee for the Silicon Valley Community Foundation; is a member of the Board of Directors for Taube Philanthropies; serves as a member of the PIMCO RIA Council; serves as a member of the Board of Directors for the Shuchman Lesser Foundation; serves as a member of the Board of Directors of the Filoli Center; serves on the Investment Committee for the Board of Trustees of the Portola Valley School Foundation Endowment; serves as a member of the Board of Trustees for the Craft Contemporary Museum; and is a member of the Board of Advisors for the Center for Mathematics and Teaching.

Mr. Zafran holds a Bachelor of Arts and Science from Stanford University, Phi Beta Kappa, and MBA from Harvard Business School.

Awards & Recognition

2021 Forbes America’s Top 250
2020 Forbes America’s Top 250
2020 Forbes Best-In-State NorCal

*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 advisor rankings formula utilizes three major categories of calculations: (1) Assets (2) Revenue and (3) Quality of practice. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron's verifies that data with the advisors' firms and with regulatory databases and then applies their rankings formula to the data to generate a ranking. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. This ranking does not guarantee any potential investment outcomes, nor does it rank advisors based on investment performance. There is no fee for participation. More information can be found here.

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.

Alex Brugger

Director

Alex Brugger

Director

Alex Brugger is a Director of IEQ Capital and has provided investment advice to wealthy families, venture partners, and institutional investors for four years.

Mr. Brugger began his career in 2015 as an Operations Associate at First Republic Investment Management. In 2018, he transitioned to working with high-net-worth families directly at First Republic. In 2019, Mr. Brugger transitioned to IEQ Capital as he helped develop the firm and continue his career in financial services.

Mr. Brugger holds a Bachelor of Arts in Economics and Accounting from Claremont McKenna College.

He currently resides in Woodside, California with his family.

Alex Jack

Associate Director

Alex Jack

Associate Director

Alex Jack is an Associate Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for five years.

Mr. Jack began his career at First Republic Bank. In 2019, Mr. Jack transitioned to IEQ Capital as he helped develop the firm and continue his career in financial services.

Mr. Jack holds a Bachelor of Business Administration in Finance from Texas A&M University – Corpus Christi.

He currently resides in Walnut Creek, California.

Angus Smith

Associate Director

Angus Smith

Associate Director

Angus Smith is an Associate Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for nearly four years.

Mr. Smith began his career as an analyst at Hall Capital Partners in 2019 before transitioning to IEQ Capital in 2022.

Mr. Smith is a member of the Summer Search Bay Area Associate Board and is actively involved as a tutor for the SMART Program. These groups both provide mentorship services to under-served youth in the Bay Area.

Mr. Smith holds a Bachelor of Science in Economics and Mathematics from the University of Southern California.

Ann Dam

Associate Director

Ann Dam

Associate Director

Ann Dam is an Associate Director of IEQ Capital and has worked closely with our Founding Partners for five years.

Ms. Dam began her career as an Investments Administrative Assistant at Silicon Valley Community Foundation.

Ms. Dam holds a Bachelor of Arts in Business Economics from the University of California, Irvine.

Ms. Dam resides in Menlo Park, California. She enjoys trying new restaurants, baking and spending time with her cat, Shu.

Ann Luo

Associate Director

Ann Luo

Associate Director

Ann Luo is an Associate Director of Compliance at IEQ Capital. Ms. Luo supports the General Counsel and Chief Compliance Officer on legal and compliance matters concerning the firm.

Ms. Luo began her career as an Audit Senior at Deloitte, where she managed audits of registered investment companies.

Ms. Luo sits on IEQ’s Diversity, Equity, and Inclusion (DEI) Committee.

Ms. Luo holds a Bachelor of Science in Business Administration from Boston University. Ms. Luo is a Certified Public Accountant (currently inactive) in the state of New York.

Ms. Luo lives in San Francisco, California and enjoys jogging, traveling, and spending time with her cat, Beans.

Bethany Peterson

Partner, Chief Financial Officer

Bethany Peterson

Partner, Chief Financial Officer

Bethany Peterson is a Partner and Chief Financial Officer of IEQ Capital where she oversees the accounting, finance, and FP&A reporting functions within the Firm. She has nearly two decades of experience working in the financial services industry.

Prior to joining IEQ Capital, Ms. Peterson served as the Vice President of Finance at GI Partners, a San Francisco-based private investment firm with over $14 billion in AUM across private equity, data infrastructure and real estate strategies. In her role she oversaw the reporting and operating functions of the private equity funds, the GP entities, and the management company. While at GI Partners, Ms. Peterson partnered with the investment teams providing operational support for acquisitions and realizations of over 20 portfolio companies and assisted in the diligence and execution of the minority transaction to Blackstone Strategic Capital Group.

Ms. Peterson started her career at Deloitte & Touche LLP, where she provided asset management assurance services primarily within the Private Equity industry.

Ms. Peterson holds a Bachelor of Science in Business Economics, emphasis in Accounting, from the University of California, Santa Barbara, and is a Certified Public Accountant (non-active) in the state of California.

She is a Bay Area native and resides in Lafayette, California with her husband and two daughters.

Bhavika Booragadda

Director

Bhavika Booragadda

Director

Bhavika Booragadda is a Director of Research at IEQ Capital and is responsible for sourcing and conducting due diligence for new investments in addition to monitoring the existing portfolio of alternative investments.

Ms. Booragadda began her career as an Associate at First Republic Bank. In 2019, Ms. Booragadda transitioned to IEQ Capital as she helped develop the firm and continue her career in finance.

Ms. Booragadda serves as the chair of IEQ’s Diversity, Equity, and Inclusion (DEI) Committee.

Ms. Booragadda holds a Bachelor of Science in Mathematics and Economics from Claremont McKenna College.

Ms. Booragadda grew up in India and she currently resides in the Bay Area with her husband. In her free time, Ms. Booragadda enjoys playing tennis and travelling.

Brad Jones

Founder, Redpoint Ventures; Venture Capital and Real Estate Investor

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.

Mr. Jones received an AB in chemistry, summa cum laude, and an AM in physics from Harvard University. Mr. 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.

Members of IEQ’s Advisory Board are being compensated by IEQ and are subject to various conflicts of interests discussed in further detail in Form ADV Part 2A. IEQ’s Advisory Board provides governance advice to IEQ and does not discuss or make any investment recommendations.

Brendon Kempin

Associate Director

Brendon Kempin

Associate Director

Brendon Kempin is an Associate Director at IEQ Capital and has provided investment advice to wealthy families and institutional investors for four years.

Mr. Kempin began his career as a client service associate at First Republic Bank in 2018. In 2019, Mr. Kempin transitioned to IEQ Capital as he helped develop the firm and continue his career in financial services.

Mr. Kempin is actively involved with the Boys & Girls Clubs of the Peninsula (BGCP).

Mr. Kempin holds a Bachelor of Business Administration in Finance and Entrepreneurship from the University of Notre Dame where he also served as the captain of the Varsity Men’s Tennis Team.

Brianna Mariolle, CFA

Director

Brianna Mariolle, CFA

Director

Brianna Mariolle is a Director at IEQ Capital and has provided investment advice to wealthy families, venture partners, and institutional investors for over eight years.

Ms. Mariolle began her career in Risk Management for Morgan Stanley in New York City. She then joined Brownson, Rehmus, & Foxworth, where she worked with high-net-worth clients before transitioning to IEQ in 2021.

Ms. Mariolle is an avid supporter of many charities, including Make-A-Wish Bay Area, Liberty Humane Society and the Yosemite, California Pit Bull Rescue Society – Bay Area Chapter. Ms. Mariolle serves on the Redwood City Improvement Association and their Sidewalk Operations and Beautifications sub-committee. Additionally, Ms. Mariolle continues to be actively involved with her alma mater by serving as a mentor of the Wharton Women’s Club.

Ms. Mariolle holds a Bachelor of Science degree in Economics from The University of Pennsylvania, The Wharton School, with a triple concentration in Finance, Risk Management, and Information and Operations Management. Ms. Mariolle holds the Chartered Financial Analyst (CFA) designation.

Ms. Mariolle lives in Redwood City, California with her husband and dog. She enjoys traveling and has a passion for culinary experiences.

Cam Croteau

Associate Director

Cam Croteau

Associate Director

Cam Croteau is an Associate Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for three years.

Mr. Croteau began his career in PwC’s financial advisory practice. In 2019, Mr. Croteau transitioned to IEQ Capital as he helped develop the firm and continue his career in financial services.

Mr. Croteau holds a Bachelor of Science degree in Economics from the Morrissey College of Arts & Sciences at Boston College where he was also a member of the Division I football team.

Casey Beyel

Senior Director

Casey Beyel

Senior Director

Casey Beyel is a Senior Director of IEQ Capital and has provided investment advice to high-net-worth families and sophisticated investors for four years.

Ms. Beyel started her career in finance as Director at First Republic Bank and transitioned to IEQ Capital to further her career in financial services and help develop the firm. Prior to that, Ms. Beyel spent three years in high-net-worth-client services at Wheels Up.

Ms. Beyel holds a Bachelor of Arts in Sociology and a Certificate in Markets and Management from Duke University where she was also a member of the Division I field hockey and lacrosse teams. Additionally, Ms. Beyel holds a Masters in Management Studies from the Fuqua School of Business at Duke University.

Catherine Li

Associate Director

Catherine Li

Associate Director

Catherine Li is an Associate Director and Accounting Manager at IEQ Capital and is responsible for finance and accounting operations and data in addition to supporting the Chief Financial Officer.

Ms. Li began her career in accounting for various real estate investment firms, including TDA Investment Group, Pisces and SPI Holdings.

Ms. Li holds a Bachelor of Science degree in Management Science with a minor in International Studies from the University of California, San Diego.

Ms. Li resides in the Bay Area with her husband and two daughters.

Christian Nelson

Partner

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, Washington with his wife and three children.

Christie Olsson

Managing Director, Senior Wealth Strategist

Christie Olsson

Managing Director, Senior Wealth Strategist

Christie Olsson is a Managing Director, Senior Wealth Strategist at IEQ Capital where she works with clients to develop wealth transfer plans and implement solutions based on a thorough understanding of each client’s personal values, estate planning goals, and legacy vision.

Prior to joining IEQ Capital, Ms. Olsson served as an Executive Director, Senior Wealth Strategist at UBS where she specialized in developing custom wealth plans for clients in addition to serving as a resource on matters of estate, tax, philanthropy and business planning. Prior to that, Ms. Olsson advised high-net-worth clients as a Vice President of Wells Fargo Bank. Additionally, Ms. Olsson served as Counsel at Schiff Hardin LLP where she advised high-net-worth clients on various aspects of their estate plan. Ms. Olsson began her career as an attorney for Aaron, Riechert, Carpol, Riffle and then with Pillsbury, Winthrop, Shaw, Pittman.

Ms. Olsson works with her clients on every stage of a planning engagement, from discussing foundational documents to designing more sophisticated wealth-shifting and preservations vehicles such as spousal lifetime access trusts, intentionally defective grantor trusts, and incomplete non-grantor trusts, as well as the ongoing administration of those strategies. Given her base in the Bay Area, Ms. Olsson has extensive experience planning for illiquid assets, including real estate, founder shares, QSBS, stock options, and carried interest.

Ms. Olsson received her Juris Doctor from Santa Clara University School of Law and her Bachelor of Arts in Economics and Environmental Studies from Lewis and Clark College in Portland, Oregon. She is a member of the California State Bar as well as the Trusts & Estates Section and Taxation Section of the California Lawyers Association in addition to being a State Bar of California certified specialist in Estate Planning, Trust & Probate Law.

Ms. Olsson resides in the Bay Area with her daughter and coaches pole vault for a local Bay Area high school.

It is important to remember that IEQ and its employees do not provide tax, legal, or other advice. Clients should consult with their legal and tax advisors regarding their personal circumstances.

Christina Flamer, CPA

Financial Controller

Christina Flamer, CPA

Financial Controller

Christina Flamer is a Financial Controller at IEQ Capital and has worked in financial services for over 12 years.

Ms. Flamer began her career working with clients in financial planning at State Farm. After two years, Ms. Flamer joined the Finance team at Northgate Capital, reporting on FOF investments within venture capital, private equity, and emerging markets. In 2015, Ms. Flamer joined DivcoWest, a multidisciplinary investment firm focused on real estate, where she built out the fund accounting team and acted as an Accounting Manager. In 2022, Ms. Flamer transitioned to IEQ Capital.

Ms. Flamer is an active supporter of The City Eats in San Francisco. She has provided CFO level services pro bono for several nonprofit organizations and local distressed businesses in the Bay Area. Ms. Flamer also serves as the Children’s Ministry Director at Lineage Church in El Cerrito, California.

Ms. Flamer holds a Bachelor of Arts degree in Economics and Spanish from Mount Holyoke College and holds the Certified Public Accountant designation.

Ms. Flamer lives in Piedmont, California with her two dogs.

Colin Mark-Griffin, CAIA

Managing Director

Colin Mark-Griffin, CAIA

Managing Director

Colin Mark-Griffin is a Managing 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, California with his wife and son.

Connor Smith

Senior Director

Connor Smith

Senior Director

Connor Smith is a Senior Director at IEQ Capital and he is based in the firm’s Boston office.

Mr. Smith previously worked at Goldman Sachs as an investment advisor. He began his career at Raytheon Company, where he held various financial management roles, including two years in the Financial Leadership Development Program.

He is active in his alumni communities and serves as a class agent for St. Sebastian’s School.

Mr. Smith received his undergraduate degree from the University of Notre Dame and his MBA from Duke University.

Mr. Smith currently resides in Boston, Massachusetts.

Corinne Birriel

Associate Director

Corinne Birriel

Associate Director

Corinne Birriel is an Associate Director of Marketing at IEQ Capital. Ms. Birriel supports the Chief Client Officer on branding initiatives and client events.

Ms. Birriel began her career at Harris Williams, a global M&A advisor. Ms. Birriel initially worked on M&A transactions in the Consumer space before transitioning to relationship management across West Coast private equity groups. In 2020, Ms. Birriel joined IEQ Capital as a Senior Associate of Business Development before transitioning to Marketing.

Ms. Birriel holds a Bachelor of Science in Hospitality Management & Business from James Madison University.

Ms. Birriel lives in San Francisco, California and enjoys running, culinary experiences, and spending time with her dog, Rocky.

Dan Glenn

Chief of Staff, GoodLeap

Dan Glenn

Chief of Staff, GoodLeap

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, Mr. Glenn deployed twice in two major campaigns, leading teams called upon to defuse IEDs, dive in search of underwater explosives, and dismantle chemical weapons. Mr. Glenn 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.

Mr. Glenn now advises early-stage startups and private wealth clients in their investments, passion projects, and philanthropic endeavors in addition to serving as the Chief of Staff of GoodLeap.

Members of IEQ’s Advisory Board are being compensated by IEQ and are subject to various conflicts of interests discussed in further detail in Form ADV Part 2A. IEQ’s Advisory Board provides governance advice to IEQ and does not discuss or make any investment recommendations.

Daniel Hill

Associate Director

Daniel Hill

Associate Director

Daniel Hill is an Associate Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for two years.

Mr. Hill began his career as a Senior Associate at IEQ Capital. Prior to joining IEQ Capital, Mr. Hill worked as an intern with Goldman Sachs in the Investment Management Division.

Mr. Hill holds a Bachelor of Arts degree in Economics from Pomona College.

He currently resides in San Francisco, California.

Danny Nowak

Director

Danny Nowak

Director

Danny Nowak is a Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for four years.

Mr. Nowak began his career in Ernst & Young’s financial advisory practice before transitioning to First Republic Bank in 2018 to continue his career in financial services. In 2019, Mr. Nowak transitioned to IEQ Capital as he helped develop the firm and continue his career in financial services.

Mr. Nowak holds a Bachelor of Science degree in Finance from the Olin Business School at Washington University in Saint Louis where he was also a member of the Football team.

Mr. Nowak is originally from Chicago, Illinois and he currently resides in Los Angeles, California.

Dean Horwitz

Partner, Chief Operating Officer

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.

DW Kim, CFP

Senior Director

Awards & Recognition

2019 Forbes Best-In-State NJ
2018 Forbes Next Generation

*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 advisor rankings formula utilizes three major categories of calculations: (1) Assets (2) Revenue and (3) Quality of practice. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron's verifies that data with the advisors' firms and with regulatory databases and then applies their rankings formula to the data to generate a ranking. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. This ranking does not guarantee any potential investment outcomes, nor does it rank advisors based on investment performance. There is no fee for participation. More information can be found here.

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.

DW Kim, CFP

Senior Director

DW Kim is a Senior Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for over 12 years.

Mr. Kim began his career at Morgan Stanley in 2009 where he served as Associate Vice President of Wealth Management. In 2021, Mr. Kim transitioned to IEQ Capital.

Mr. Kim was named one of “America’s Top Next-Gen Wealth Advisors” in 2017 and 2018 and “Best-in-State Next-Gen Wealth Advisors” in 2019 by Forbes.

Mr. Kim holds a Bachelor of Arts degree in Statistics from Rutgers University, and he is a Certified Financial Planner^TM.

Mr. Kim lives in San Mateo, California with his wife and son.

Awards & Recognition

2019 Forbes Best-In-State NJ
2018 Forbes Next Generation

*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 advisor rankings formula utilizes three major categories of calculations: (1) Assets (2) Revenue and (3) Quality of practice. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron's verifies that data with the advisors' firms and with regulatory databases and then applies their rankings formula to the data to generate a ranking. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. This ranking does not guarantee any potential investment outcomes, nor does it rank advisors based on investment performance. There is no fee for participation. More information can be found here.

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.

Eric Harrison

Co-Chief Executive Officer, Founding Partner

Awards & Recognition

2020 Forbes Best-In-State NorCal

*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.

The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is produced annually by Forbes (August 2022). The annual 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/2022/08/24/methodology-americas-top-wealth-advisors-2022/?sh=139b27ce56e8

Eric Harrison

Co-Chief Executive Officer, Founding Partner

Eric Harrison is a Founding Partner and Co-CEO of IEQ Capital, having served as a financial adviser to wealthy families and foundations since 2008. He is responsible for identifying and structuring alternative investments, constructing client portfolio allocation, implementing tax strategies, and managing overall firm operations. Prior to founding IEQ, Mr. Harrison served as CEO of our predecessor firm, Luminous Capital, founded in 2008 and acquired by First Republic Bank in 2012. Mr. Harrison has been named a "Best-in-State Wealth Advisor" by Forbes as well as one of "America's Top 100 Independent Wealth Advisors" by Barron’s.

Before working within wealth management, Harrison was a principal investor for over 15 years. He first spent seven years in venture capital, ultimately serving as a Partner at Crosspoint Venture Partners, followed by eight years leading controlled buyout investments as a Founding Senior Partner at GI Partners.

Mr. Harrison has raised over $10 billion in alternative investment capital, comprised of commitments to all segments of commercial real estate, growth equity, buyouts, and specialized strategies, including equipment leasing, luxury resorts, and distressed credit funds.

Mr. Harrison has served on numerous corporate and non-profit boards. He currently serves on over 20 limited partner advisory boards, including funds managed by Fortress, Blackstone, Francisco Partners, CB Richard Ellis Investors, Oak Street Partners, Cerberus, and Prime Finance.

Mr. Harrison holds a Bachelor of Science from the University of Colorado and MBA from the UCLA Anderson School of Management.

Mr. Harrison lives in Atherton, California with his wife and two children. Apart from finance, Mr. Harrison enjoys exercise, skiing, pickle ball and travel.

Awards & Recognition

2020 Forbes Best-In-State NorCal

*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.

The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is produced annually by Forbes (August 2022). The annual 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/2022/08/24/methodology-americas-top-wealth-advisors-2022/?sh=139b27ce56e8

Frank McFarland

Founding Partner

Frank McFarland

Founding Partner

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 and serves on the SU Los Angeles Alumni Counsel.

Mr. McFarland lives in Santa Monica, California with his wife and daughter.

Garret Giglia, CFA

Partner

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 Los Angeles, California with his wife and two sons.

Greg Heiser

Associate Director

Greg Heiser

Associate Director

Greg Heiser is an Associate Director at IEQ Capital where he manages the Performance team. He oversees the firm’s performance reporting platform while designing and implementing data-related enhancements across various business units.

Mr. Heiser began his career at Fisher Investments, a Registered Investment Advisory firm, working in data analytics and research. Mr. Heiser first joined IEQ Capital in 2020 where he focused on data management, supporting the firm’s growth by driving efficiencies throughout the operations department, and leading key performance reporting initiatives.

Mr. Heiser holds a Bachelor’s Degree in Economics from San Diego State University.

Mr. Heiser resides in San Jose, California with his fiancée and golden retriever, Luna.

Gustavo Pires

Associate Director

Gustavo Pires

Associate Director

Gustavo Pires is an Associate Director at IEQ Capital and has provided investment advice to wealthy families, charitable organizations, and institutional investors for over six years.

Prior to joining IEQ Capital, Mr. Pires spent five years at Portola Partners where he worked closely with ultra-high-net-worth families in his role as a manager. He also spent one year at Qualcomm Ventures investing in early-stage companies that leveraged wireless communication technologies.

Mr. Pires holds an MBA from the Kellogg School of Management with a concentration in Finance, and a Bachelor of Arts in Economics and Philosophy from Claremont McKenna College.

He is originally from Brazil and lives in Los Angeles, California with his wife and dog.

Haldo Cabrera

Associate Director

Haldo Cabrera

Associate Director

Haldo Cabrera is an Associate Director at IEQ Capital and has provided investment advice to wealthy families and institutional investors for five years.

Mr. Cabrera began his career as an Associate at Citi Private Bank on the Investments team.

Mr. Cabrera holds a Bachelor of Science in Business Administration and Accounting from the University of Southern California.

Mr. Cabrea is originally from Miami, Florida and currently lives in Walnut Creek, California. He enjoys basketball, traveling, spending time with his dog, and trying new restaurants.

Harry Guilfoyle

Partner

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, California with his wife.

Ian Linford

Partner

Ian Linford

Partner

Ian Linford is a Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for 11 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 while also taking an active role in alternative investment due diligence and managed a team of 20 client-facing individuals.

Mr. Linford is a member of the Investment Committee of Silicon Valley International School in Palo Alto, California. He is the Investment Committee Chair for the Elizabeth F. Gamble Garden in Palo Alto, California.

Mr. Linford holds a Bachelor of Arts degree in Economics from Stanford University.

Mr. Linford is a Federal Aviation Administration certified Private Pilot. He lives with his wife and daughter in Redwood City, California.

Jack Ratliffe

Associate Director

Jack Ratliffe

Associate Director

Jack Ratliffe is an Associate Director of IEQ Capital and has provided investment advice to high-net-worth families and institutional investors for four years.

Mr. Ratliffe began his career at Russell Investments where he focused on the growth of the Americas Institutional division. Prior to joining IEQ Capital, Mr. Ratliffe served as an Associate Advisor at TIG Advisors (formerly Tiedemann Advisors), where he helped advise ultra-high-net-worth families and non-profit organizations.

Mr. Ratliffe is also an active supporter of his community, serving on the Board of Directors and Investment Committee of Friends of Green Lake Crew in Seattle, Washington.

Mr. Ratliffe holds a Bachelor of Arts degree in Finance from the University of Washington.

Mr. Ratliffe is originally from Seattle, Washington and he currently resides in San Francisco, California.

Jane Dietze

Chief Investment Officer, Brown University

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.

Members of IEQ’s Advisory Board are being compensated by IEQ and are subject to various conflicts of interests discussed in further detail in Form ADV Part 2A. IEQ’s Advisory Board provides governance advice to IEQ and does not discuss or make any investment recommendations.

Jeff Sawin

Managing Director

Jeff Sawin

Managing Director

Jeff Sawin is a Managing Director of IEQ Capital and has provided investment advice to high-net-worth families and institutional investors for seven years.

Mr. Sawin began his career as a Junior Officer in the U.S. Navy in 2008 upon graduation from the U.S. Naval Academy. During his six years on active duty, Mr. Sawin served onboard the guided missile destroyer, USS KIDD, in the U.S. Special Operations Command, and in new officer recruiting. Upon completing his service, Mr. Sawin joined Goldman Sachs as a Private Wealth Advisor in San Francisco, California. During his time there, he ran a team that provided holistic wealth management services for wealthy individuals and their families with a focus on investment advice, asset allocation and portfolio construction recommendations.

Mr. Sawin holds a Bachelor of Science from The U.S. Naval Academy at Annapolis where he was a member of the varsity golf team and captain of the varsity squash team. He earned his MBA from The University of Chicago Booth School of Business.

Mr. Sawin loves to spend time with his family, play golf and squash, and read non-fiction. He and his wife have two sons.

Jeff Westsmith, CFA

Founding Partner

Awards & Recognition

2021 Forbes Next Generation
2020 Forbes Best-In-State NorCal
2020 Forbes Next Generation
2019 Forbes Next Generation

*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.

The Forbes ranking of Next-Gen Wealth Advisors, developed by SHOOK Research, is produced annually by Forbes (August 2022). The annual ranking is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. 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/2022/08/03/methodology-americas-top-next-gen-wealth-advisors-2022/?sh=70e2c165ccff

Jeff Westsmith, CFA

Founding Partner

Jeff Westsmith is a Founding Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for nearly 20 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 2021, 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 as Treasurer. 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 boards for BlackRock Secondaries and Liquidity Solutions Fund, TradeLane Properties U.S. Industrial Fund II, Westcap Strategic Operator Fund II, and Woodbury Capital Legacy Fund.

Mr. Westsmith holds a Bachelor of Arts degree from UCLA and has earned the Chartered Financial Analyst (CFA) designation.

Awards & Recognition

2021 Forbes Next Generation
2020 Forbes Best-In-State NorCal
2020 Forbes Next Generation
2019 Forbes Next Generation

*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.

The Forbes ranking of Next-Gen Wealth Advisors, developed by SHOOK Research, is produced annually by Forbes (August 2022). The annual ranking is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. 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/2022/08/03/methodology-americas-top-next-gen-wealth-advisors-2022/?sh=70e2c165ccff

Jennifer Young

Senior Director

Jennifer Young

Senior Director

Jennifer Young is a Senior Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for nearly 20 years.

Ms. Young began her career as a Client Associate at Merrill Lynch PBIG followed by eight years at Morgan Stanley. She joined First Republic Bank as a Director before transitioning to IEQ Capital in 2019 to help develop the firm and continue her career in financial services.

Ms. Young holds a Bachelor of Science in Spanish Literature from Loyola Marymount University.

Ms. Young resides in Los Angeles, California with her husband and daughter.

Jeremy Wenner

Managing Director

Awards & Recognition

2023 Best-in-State Wealth

*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.

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.

The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. 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.

Jeremy Wenner

Managing Director

Jeremy Wenner is a Managing Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for over 25 years.

Prior to joining IEQ Capital, Mr. Wenner was a Managing Director and Wealth Manager at First Republic Investment Management which he joined in 2018. Prior to joining First Republic, Mr. Wenner was a wealth advisor at Jefferies LLC and Thomas Weisel Partners where he specialized in the design and implementation of equity and balanced portfolios for high-net-worth individuals and families. Mr. Wenner started his career in financial services at NationsBanc Montgomery Securities in 1998 before joining SF Sentry, a multifamily office.

Mr. Wenner currently serves as a mentor for 10,000 degrees, a nationally recognized leader in supporting students from low-income backgrounds to and through college and beyond.

Mr. Wenner has been recognized as a 2023 Best-in-State Wealth Advisor by Forbes.

Mr. Wenner received a Bachelors of Arts in Political Science from Colgate University. He received his Master in Business Administration from UC Berkeley Haas School of Business.

Mr. Wenner currently resides in Marin County with his wife and three children. He enjoys skiing, surfing, biking and soccer.

Awards & Recognition

2023 Best-in-State Wealth

*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.

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.

The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. 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.

Jesse Wood

Managing Director

Jesse Wood

Managing Director

Jesse Wood is a Managing Director of IEQ Capital and has provided investment advice to high-net-worth families and institutional investors for 20 years.

Mr. Wood began his career as an Advisor with Goldman Sachs in 2002 where he worked in the Fixed Income division covering institutional clients across the country. After ten years at Goldman Sachs, Mr. Wood joined JP Morgan where he served as a Senior Banker in the Private Bank. Prior to joining IEQ Capital, Mr. Wood served as the Head of the West Coast for BBR Partners where he worked with high-net-worth families and individuals creating customized solutions for their financial needs.

Mr. Wood holds a Bachelor of Arts with a concentration in Economics from Brown University where he was also a two-time captain of the men’s basketball team. He has served on the board of The D10 and he currently serves on the Advisory Board for PeacePlayers International.

Mr. Wood loves to spend time with his family and play basketball and golf in his spare time. He and his wife have two sons and a daughter together.

John Dorr

Associate Director

John Dorr

Associate Director

John Dorr is an Associate Director at IEQ Capital and leads the administration of Salesforce for the firm.

Prior to joining IEQ Capital, Mr. Dorr spent three years at Coursera, where he served as their Senior System Specialist. His work at Coursera helped lay the foundation for the company in offering support for the 100+ million company users. Prior to joining Coursera, Mr. Dorr worked in a consulting role for Envoy, a Zendesk partner, delivering implementations and optimizations for clients. Before joining Envoy, Mr. Dorr spent nearly ten years in wealth management at Wells Fargo Advisors and Merrill Lynch.

Mr. Dorr earned a Bachelor of Arts degreefrom University of California, Berkeley, and more recently a Master’s in Business Administration from Saint Mary’s College. While at University of California, Berkeley, he served as the team captain of the nationally ranked Men’s Swimming and Diving team.

Mr. Dorr is a Bay Area native and resides in Danville, California with his wife and two daughters.

John MacLean

Associate Director

John Micek IV

Managing Director

John Micek IV

Managing Director

John Micek IV is a Managing Director at IEQ Capital and has over 20 years of experience in the financial services industry.

Prior to joining IEQ, Mr. Micek was a Managing Partner at Third Leaf Partners, a beverage and hospitality industry investment and advisory company. From 2012 to 2018, Mr. Micek was a Partner and held roles including Chief Operating Officer and Head of Business Development at Criterion Capital Management, an equity long/short technology hedge fund. Before joining Criterion in 2012, Mr. Micek was a Vice President at Goldman, Sachs & Co. in the Capital Introduction Group. Additionally, Mr. Micek and his wife, Noelle Micek, are currently the co-Owners of The Red Stitch Wine Group, a boutique Napa Valley Winery.

Mr. Micek is a member of the Board of Directors of the Navy SEAL Foundation, a Trustee of the Naval Postgraduate School Foundation, and the Chair of the Community Activities Commission for the City of Carmel-by-the-Sea. He also serves on the Board of Directors of Circle Systems, Inc., a cybersecurity company.

Mr. Micek received a Bachelor of Business Administration in Finance from the University of Notre Dame in South Bend, Indiana, where he was a member of the Varsity Golf Team during his freshman year and was elected Junior Class President.

Mr. Micek and his wife reside in Carmel, California, with their two children, Charlotte and John J. Micek V (Jack).

John Stone

Managing Director

John Stone

Managing Director

John Stone is a Managing Director at IEQ Capital and manages a team of 25 investment professionals to support the growth of the business and team.

Prior to joining IEQ Capital, Mr. Stone spent 10 years at First Republic Bank where he served as a Senior Vice President and Deputy Head of First Republic Securities Company where his leadership responsibilities focused on the overall management, strategy, growth and operating results of FRSC, FRSC products and service strategy. Prior to joining First Republic Bank in May of 2012, Mr. Stone spent over 10 years at Stone & Youngberg LLC specializing in all areas of operations, trade operations and compliance.

Mr. Stone graduated with honors from the University of San Francisco with a Bachelor of Science degree in Applied Economics.

He is a Bay Area native and resides in San Mateo, California with his wife and two sons.

Jon Kropf

Managing Director

Jon Kropf

Managing Director

Jon Kropf is a Managing Director at IEQ Capital and leads the firm’s inorganic growth business expanding into new markets. Mr. Kropf is responsible for managing the overall process and execution of hiring, acquiring and integrating talented new advisors to the firm with a focus on cultural and business alignment. He has 20 years of experience in and around the asset and wealth management business.

Prior to joining IEQ Capital, Mr. Kropf held a variety of roles in both the public and private sectors. Most recently, he served as the Head of Advisor Growth & Experience at SVB Private. Prior to that, he was at First Republic Bank for six years during which he served as the firm’s Head of Wealth Management Recruiting and a member of the Executive Management Committee for First Republic Investment Management.

Mr. Kropf started his career at the U.S. Securities and Exchange Commission. He was also a management consultant and business builder at PWC and ACA and worked in-house at PIMCO in Newport Beach, California. While at PWC, Mr. Kropf advised the U.S. Department of Treasury during the Financial Crisis of 2008.

Mr. Kropf holds a Bachelor of Arts in Political Science from Macalester College where he also played on the men’s soccer team.

Mr. Kropf was born and raised in San Francisco, California and he currently resides in Marin with his wife, his two sons and Golden Retriever.

Jonathan Barnes

Associate Director

Jonathan Barnes

Associate Director

Jonathan Barnes is an Associate Director at IEQ Capital and has provided investment advice to wealthy families for over five years.

Mr. Barnes began his career at UBS before working at Jefferies. Before joining IEQ Capital, Mr. Barnes spent five years at First Republic Private Wealth where he provided investment advice to clients.

Mr. Barnes holds a Bachelor of Science in International Business from the University of Nevada, Reno.

He currently resides in San Francisco, California.

Julienne Gehring

Senior Director

Julienne Gehring

Senior Director

Julienne Gehring is the Senior Director of Business Development at IEQ Capital. She leads the Business Development team and supports IEQ’s growth by identifying and driving strategic opportunities for new business.

Prior to joining IEQ Capital, Ms. Gehring spent six years at Morgan Stanley in its Wealth Management division where she closely worked with ultra-high net worth families and partnered with the Investment Solutions team on strategy and business development.

Ms. Gehring holds a Bachelor of Arts degree in Economics and French from Georgetown University.

Ms. Gehring resides in San Francisco, California with her husband.

Katia Stern, CFP

Associate Director

Katia Stern, CFP

Associate Director

Katia Stern is an Associate Director of IEQ Capital where she provides investment advice to wealthy families and institutional investors.

Ms. Stern began her career in 2018 at Santa Barbara based firm, West Coast Financial, where she served on the Research Committee and provided investment advice and financial planning to individuals and to families.

Ms. Stern holds a Bachelor of Science degree in Statistical Science from University of California, Santa Barabara, where she was also President of the Model United Nations team. She is a Certified Financial Planner™.

Ms. Stern currently resides in San Francisco, California. In her free time, Ms. Stern enjoys running, hiking, exploring new restaurants, and traveling.

Kevin Burt, CFA, CFP

Director

Kevin Burt, CFA, CFP

Director

Kevin Burt is a Director at IEQ Capital and has provided investment advice to wealthy families and institutional investors for nearly ten years.

Mr. Burt began his career with Blackstone and RBC Capital Markets where he specialized in alternative asset management. He then joined the Private Banking Group at Credit Suisse before transitioning to First Republic Bank in 2016. In 2019, Mr. Burt joined IEQ Capital to continue his career in financial services.

Mr. Burt has previously mentored at StreetWise Partners to support disadvantaged individuals with skills to overcome employment barriers.

Mr. Burt holds a Bachelor of Arts degree in Business Economics from the University of California, Santa Barbara. He is a Chartered Financial Analyst®, a Certified Financial Planner™, and a member of the CFA Society of San Francisco.

Mr. Burt currently resides in San Carlos, California with his wife and pets. In his free time, Mr. Burt enjoys traveling, running, hiking, and playing golf.

Kevin Loveland

Director

Kevin Loveland

Director

Kevin Loveland is a Director at IEQ Capital and he has worked in the financial industry for over a decade.

Prior to joining IEQ Capital, Mr. Loveland was at First Republic Bank, where he most recently served as a Managing Director. While at First Republic Bank, Mr. Loveland honed his banking expertise, serving ultra-high net worth families, venture capital firms, and startup/tech banking, ultimately overseeing a $1B+ portfolio while leading a successful team of bankers.

Mr. Loveland earned a degree in Business Administration, Finance from San Jose State University, graduating with Honors.

He resides in Portola Valley with his wife and daughter, and in his spare time you’ll find him pursuing his passion for golf.

Leon Baer

Director

Leon Baer

Director

Leon Baer is a Director of IEQ Capital and has provided investment advice to wealthy families, venture partners, and institutional investors since 2017. Mr. Baer began his career working with high-net-worth families at First Republic Bank. In 2019, Mr. Baer transitioned to IEQ Capital as he helped develop the firm and continue his career in financial services.

Mr. Baer is an active volunteer and supporter of the United Way Bay Area.

Mr. Baer holds a Bachelor of Business Administration and Master of Science in Sustainability Management from American University, Kogod School of Business.

Mr. Baer is a Berlin, Germany native and currently resides in San Francisco, California with his wife.

Lior Kosovski

Chief Compliance Officer & General Counsel

Lior Kosovski

Chief Compliance Officer & General Counsel

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

Partner, Chief Client Officer

Megan Whyte is Partner and Chief Client Officer at IEQ Capital and oversees the firm's Family Office and Client Experience, Human Capital, and Marketing functions. She has 20 years of experience delivering and overseeing high touch, personalized service for wealthy families in the United States, the UK and Europe, and nearly 15 years of experience managing and leading people, functions and processes through significant growth and change.

Prior to joining IEQ Capital, Ms. Whyte held a variety of roles over 17 years at Fisher Investments. She served as Group Vice President of UK & European Client Services and as Director of Fisher Investments Europe for nearly a decade. She led all aspects of International Private Client Services for over 7000 clients across 11 UK and European countries and was responsible for all aspects of running a UK-based wealth manager including client service, client advice, sales support, compliance, business development, human resources, training, and more. Prior to that role, she served as Group Vice President of Client Operations and oversaw all aspects of client communication, policy, problem resolution, quality control, and document processing for the global business. Ms. Whyte also built Fisher’s Global Enterprise Risk Management department and served as Group Vice President of the function, overseeing risk mitigation, management, and oversight worldwide.

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, California with her husband and daughter.

Melody Qu

Associate Director

Melody Qu

Associate Director

Melody Qu is an Associate Director of IEQ Capital where she leads learning and development initiatives and establishes operational best practices and procedures.

Ms. Qu began her career working at Cambridge Associates, a privately held investment firm providing portfolio management and advisory services. Ms. Qu first joined IEQ Capital in 2019 as an Operations Associate where she focused on data management and the implementation of operational enhancements.

Ms. Qu holds a Bachelor of Science degree in Business Administration with a concentration in Finance from the University of California, Riverside.

Ms. Qu is a Sonoma County, California native and resides in San Mateo, California.

Michael Henry, CFP, CRPC

Senior Director

Michael Henry, CFP, CRPC

Senior Director

Michael Henry is a Senior Director of IEQ Capital with over 19 years of experience working in the finance, legal, and entertainment industries.

Mr. Henry began his career working in the Audit and Advisory practice at PwC (Atlanta). In 2006, Mr. Henry relocated to New York City where he joined the Financial Markets practice at Katten, Muchin, Rosenman LLP. During this time Michael also worked as a professional touring musician and co-managed an independent record label. In 2015, Michael and his family moved to San Francisco where he joined Merrill Lynch Wealth Management, shifting his focus to high-net-worth wealth management. In 2019, Mr. Henry left Merrill Lynch to join IEQ Capital.

Mr. Henry holds a Bachelor of Arts degree from Boston University, is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Registered Investment Advisor Representative, and is part of the Investment Research Team of IEQ Capital.

Mr. Henry lives in Sausalito, California with his wife and three children.

Mike McIntosh, CFA

Senior Director

Mike McIntosh, CFA

Senior Director

Mike McIntosh is a Senior Director of Research at IEQ Capital, where he focuses on macroeconomics, asset allocation, and diligence of investments.

Mr. McIntosh has held positions at Merrill Lynch and UBS Wealth Management prior to joining First Republic Bank in 2017. In 2019, Mr. McIntosh transitioned to IEQ Capital as he helped develop the firm and continue his career in financial research.

Mr. McIntosh received a Bachelor of Arts in Economics from the University of California, Santa Barbara. Mr. McIntosh holds the Chartered Financial Analyst (CFA) designation.

He resides in Felton, California.

Natalie Zohuri

Director

Natalie Zohuri

Director

Dr. Natalie Zohuri is a Director and project manager at IEQ Capital with over ten years of experience in enhancing and optimizing day-to-day business operations.

Prior to joining IEQ, Dr. Zohuri served as a Senior Project Manager at the Federal Reserve Bank of San Francisco where she directed system projects that positioned the future state of the Feds Information and Technology Services Group.

Ms. Zohuri received her Doctorate in Business in Administration, graduating with honors from Golden Gate University (“GGU”) for her research in the feasibility of Central Bank Digital Currency. She also holds a Master of Business Administration in Management from GGU and a Bachelor of Arts in Business and Communications from the University of the Pacific in Stockton, California.

Outside of her professional experience, Dr. Zohuri is an avid cyclist and a second generation Iranian American, proudly supporting the Women of Middle Eastern and North African descent in their pursuit of higher education and career growth.

Dr. Zohuri resides in San Mateo, California with her husband and son.

Nick Roberts

Managing Director

Nick Roberts

Managing Director

Nick Roberts is a Managing Director of IEQ Capital and has worked in financial services for over 30 years.

Mr. Roberts began his career at Merrill Lynch where he served as a specialist of investment management and as a financial advisor. Mr. Roberts transitioned to business development roles for International Value Advisors, Kopernik Global Investors and Chiron Investment Management. Mr. Roberts also worked to fundraise for Point72 and ALPS Advisors.

Mr. Roberts currently serves on the Campaign Leadership Committee for his highschool alma mater, Gonzaga College High School, in Washington D.C.

Mr. Roberts holds a Bachelors of Arts degree in Communications from Fordham University where he also played on the men’s basketball team.

Mr. Roberts enjoys golf, basketball, and is a long-time New York Knicks fan. He and his wife, Emily, reside in Michigan with their four children.

Nicole Cole

Senior Director

Nicole Cole

Senior Director

Nicole Cole is a Senior Director of Human Capital at IEQ Capital where she is helping grow the IEQ team and implement Human Capital solutions that are aligned with IEQ’s mission and values for both the short-term and the future. She has served as a Human Resource leader in many functions for over 16 years.

Prior to joining IEQ, Ms. Cole was the Global Director of Human Resources for Plug & Play Tech Center where the company grew from less than 100 employees in California to over 500 employees in over 33 countries globally in less than 3 years. Nicole brings vast experience of helping companies grow with balancing both human behavior and business strategy to IEQ.

Ms. Cole earned her Bachelor of Arts degree in Psychology from Purdue University.

Nicolle Baria

Associate Director

Nicolle Baria

Associate Director

Nicolle Baria is an Associate Director at IEQ Capital where she provides investment advice to wealthy families and institutional investors.

Ms. Baria began her career in 2013 as a Financial Representative at Northwestern Mutual where she conducted personal financial planning and insurance strategies for self-employed professionals.

In 2017, Ms. Baria joined First Republic Investment Management as an Operations Associate. In 2019, Ms. Baria transitioned to IEQ Capital as she helped develop the firm and continue her career in financial services. Shortly thereafter, she began working in client services directly with high-net-worth families.

Ms. Baria holds a Bachelor of Science in Technical Management from DeVry University.

Ms. Baria is a San Francisco Bay Area native and currently resides in South San Francisco, California.

Pete Briger

Co-Chief Executive Officer, Fortress Investment Group

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.

Members of IEQ’s Advisory Board are being compensated by IEQ and are subject to various conflicts of interests discussed in further detail in Form ADV Part 2A. IEQ’s Advisory Board provides governance advice to IEQ and does not discuss or make any investment recommendations.

Rob Skinner

Co-Chief Executive Officer, Founding Partner

Awards & Recognition

2021 Forbes America’s Top 250
2020 Forbes America’s Top 250
2020 Best in State
2019 Forbes America’s Top 250

*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.

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.

The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. 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.

The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is produced annually by Forbes (August 2022). The annual 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/2022/08/24/methodology-americas-top-wealth-advisors-2022/?sh=139b27ce56e8

Rob Skinner

Co-Chief Executive Officer, Founding Partner

Rob Skinner is a Founding Partner and Co-CEO of IEQ Capital. He 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, where 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. Barron's has named him as one of “America’s Top 100 Financial Advisors” and as one of "America's Top 100 Independent Wealth Advisors". In 2021, 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. 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. He and his wife actively support the Monterey Peninsula Foundation, the Community Hospital of the Monterey Peninsula, 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.

Awards & Recognition

2021 Forbes America’s Top 250
2020 Forbes America’s Top 250
2020 Best in State
2019 Forbes America’s Top 250

*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.

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.

The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. 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.

The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is produced annually by Forbes (August 2022). The annual 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/2022/08/24/methodology-americas-top-wealth-advisors-2022/?sh=139b27ce56e8

Ryan Patterson

Senior Director

Ryan Patterson

Senior Director

Ryan Patterson is a Senior Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for nearly a decade.

Mr. Patterson started his career in finance as an Associate at First Republic Bank. In 2019, Mr. Patterson transitioned to IEQ Capital as he helped develop the firm and continue his career in financial services. Prior to that, Mr. Patterson represented his home country of South Africa in the Rio Olympic Games.

Mr. Patterson received a Bachelor of Science in Business Administration from the University of California, Berkeley where he was a NCAA All-American Gymnast. Mr. Patterson is continuing his postgraduate education as a CFA Level 2 candidate.

Ryan Salmonsen

Director

Ryan Salmonsen

Director

Ryan Salmonsen is a Director of IEQ Capital. Mr. Salmonsen began his career working at Monterey Peninsula Country Club before transitioning to working with an IEQ Capital Co-Founder and Co-CEO, Robert Skinner, where he oversees various operational positions.

Mr. Salmonsen is a supporter of AT&T Pebble Beach Junior Golf Association.

Mr. Salmonsen holds a Bachelor of Science degree in Business Marketing from Sonoma State University.

Mr. Salmonsen lives in Monterey, California.

Sam Brumbaugh, CFP

Director

Sam Brumbaugh, CFP

Director

Sam Brumbaugh is a Director of IEQ Capital and has provided investment advice to wealthy families for over a decade.

Mr. Brumbaugh began his career in 2012 in investment advisory roles with UBS Financial Services and Bel Air Investment Advisors. In 2019, Mr. Brumbaugh transitioned to IEQ Capital as he helped develop the firm and continue his career in financial services.

Mr. Brumbaugh is a Certified Financial Planner™ and holds a Bachelor of Science degree in Financial Services from San Diego State University.

Sam Shephard

Partner

Sam Shephard

Partner

Sam Shephard is a Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for over ten 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 holds a Bachelor of Arts degree in Economics from Vanderbilt University.

He is a Los Angeles, California native and currently resides in Mar Vista, California with his wife.

Samantha Lee, CFA

Director

Samantha Lee, CFA

Director

Samantha Lee is a Director at IEQ Capital where she provides investment advice to wealthy families and institutional investors. Ms. Lee is also actively involved in IEQ’s alternative investment platform where she works to source and conduct due diligence on potential new investments.

Ms. Lee began her career on the Institutional Sales team at JP Morgan before transitioning to First Republic Bank where she began her career sourcing, conducting due diligence on, and monitoring alternative investments across asset classes. In 2019, Ms. Lee joined IEQ Capital where she helped develop the firm’s alternative investments platform.

Ms. Lee holds a Bachelor of Business Administration from the University of California, Berkeley. Ms. Lee holds the Chartered Financial Analyst designation.

Ms. Lee grew up in southern California and she now currently resides in San Francisco, California. In her free time, Ms. Lee enjoys running, cycling, traveling, and trying new restaurants around the city.

Scott Gutterman

Managing Director

Scott Gutterman

Managing Director

Scott Gutterman is a Managing Director of IEQ Capital and has provided investment advice to high-net-worth families for nearly two decades. Mr. Gutterman also sits on the Investment Committee at IEQ Capital.

Mr. Gutterman began his career as an investment banker working for Bank of America in its Mergers & Acquisitions Group. After completing his graduate studies, he worked for Merrill Lynch & Co. in the Leveraged Finance Group and Financial Sponsors Group in New York City and San Francisco.

Mr. Gutterman began his wealth management career in 2003 working in private banking at Credit Suisse Securities. Prior to joining IEQ, Mr. Gutterman was a private wealth adviser and senior portfolio manager at UBS Private Wealth Management co-managing a billion-dollar multi-family office advisory practice.  

Mr. Gutterman and his family support several non-profits focused on education, at-risk children, nutrition and wellness, and protecting the environment. He previously served on the Board of Trustees and was Chair of the Investment Committee for Gateway Public Schools, a charter school in San Francisco. Additionally, he served two terms on the Marin Academy Investment Committee.

Mr. Gutterman earned a B.A. in Business Economics from the University of California at Santa Barbara and a M.B.A from the Darden Graduate School of Business of the University of Virginia.

Mr. Gutterman enjoys swimming, functional fitness and living-roof gardening during his free time. He lives in San Francisco, California where he and his wife raised two children.

Sergio Gonzalez

Associate Director

Sergio Gonzalez

Associate Director

Sergio Gonzalez is an Associate Director of Research at IEQ Capital and is responsible for providing operational oversight of the Research team and investment fundraising and processes.

Mr. Gonzalez began his career as an analyst at Accenture Consulting. In 2018, Mr. Gonzalez joined First Republic Investment Management, where he served as a client services Senior Associate. In 2019, Mr. Gonzalez transitioned to IEQ Capital as he helped develop the firm and continue his career in investment services.

Mr. Gonzalez holds a Bachelor of Science degree in Business Administration from the University of California, Berkeley.

Spencer Gordon, CFA

Senior Director

Spencer Gordon, CFA

Senior Director

Spencer Gordon is a Senior Director of IEQ Capital and provides investment advice to wealthy families and institutional investors.

Mr. Gordon began his career at First Republic Bank where he served as an Associate Director and provided investment advice to high-net-worth families and individuals. In 2019, Mr. Gordon transitioned to IEQ Capital as he helped develop the firm and continue his career in financial services.

Mr. Gordon assists the IEQ Investment Committee where he regularly performs diligence on new investment opportunities and analyzes market trends. Mr. Gordon also serves on IEQ’s Diversity, Equity, and Inclusion (DEI) Committee.

Mr. Gordon is a supporter and active volunteer of Kidsave and an active volunteer with the Boys & Girls Clubs of the Peninsula (BGCP).

Mr. Gordon holds a Bachelor of Arts degree in Economics from University of California, Berkeley and holds the Chartered Financial Analyst (CFA) designation.

Mr. Gordon resides in the Berkeley Hills of California with his fiancé.

Spencer Haly

Senior Director

Spencer Haly

Senior Director

Spencer Haly is a Senior Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for seven years.

Mr. Haly began his career at First Republic Bank. In 2019, Mr. Haly transitioned to IEQ Capital as he helped develop the firm and continue his career in financial services.

Mr. Haly assists the IEQ Investment Committee where he regularly performs diligence on new investment opportunities and analyzes market trends.

Mr. Haly holds a Bachelor of Science degree in Management Science and Engineering from Stanford University.

Mr. Haly currently resides in Los Angeles, California.

Steve Stauff

Managing Director

Steve Stauff

Managing Director

Steven Stauff is a Managing Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for over two decades.

Prior to joining IEQ Capital, Mr. Stauff was a Vice President and Private Banker with City National Bank’s Private Banking team where he advised affluent private and corporate clients on comprehensive wealth management strategies. Prior to joining City National, he worked closely with the ESOP and Corporate Retirement Plan Consulting Groups at Wells Fargo Advisors. Mr. Stauff also previously served as an advisor with Morgan Stanley.

Mr. Stauff earned his Bachelor of Science in business administration/finance from the University of Southern California. He is a Certified Financial Planner™ and holds FINRA Series 66 securities license.

Tanner Savitsky

Associate Director

Tanner Savitsky

Associate Director

Tanner Savitsky is an Associate Director of IEQ Capital and has worked with high-net-worth families in the wealth management industry for five years.

Mr. Savitsky began his career at Merrill Lynch in the Financial Advisor Development Program. In 2020, Mr. Savitsky transitioned to IEQ Capital where he served as a Senior Associate.

Mr. Savitsky holds a Bachelor of Art from the University of Michigan.

Mr. Savitsky is a native of Los Angeles, California where he currently resides today.

Terence Condren

Managing Director, Senior Wealth Strategist

Terence Condren

Managing Director, Senior Wealth Strategist

Terence Condren is a Managing Director and Senior Wealth Strategist of IEQ Capital and has advised families in estate and financial planning for nearly three decades. Mr. Condren partners with his clients by aligning their investment, estate planning, and philanthropic goals.

Prior to joining IEQ Capital, Mr. Condren was a Managing Director and Advanced Planner at First Republic Investment Management which he joined in 2019. He has extensive experience with personal income, estate, gift and trust tax disciplines, advanced wealth transfer techniques, philanthropic planning, asset protection, planning with concentrated stock positions, and stock option and restricted stock complexities. Prior to joining First Republic, he was an Executive Director and Senior Wealth Strategist at UBS Financial Services.

Mr. Condren is a Certified Financial Planner™. He earned dual degrees in Psychology and English from Ithaca College and a J.D. from Northeastern University School of Law.

Tim Altman, CFA

Director

Tim Altman, CFA

Director

Tim Altman is a Director of Research at IEQ Capital and is responsible for sourcing and conducting due diligence for new investments, monitoring the existing portfolio of alternative investments, and he also contributes to IEQ’s fixed income portfolio strategy.

Mr. Altman began his career as an Analyst with J.P. Morgan where he served as a member of the Global Fixed Income team. In 2020, Mr. Altman transitioned to IEQ Capital to continue his career in finance.

Mr. Altman holds a Bachelor of Science degree in Business Administration and a Bachelor of Arts degree in Economics from Chapman University. Mr. Altman holds the Chartered Financial Analyst designation.

Mr. Altman is a Seattle, Washington native and currently resides in the Bay Area with his wife.

Will Eckstein

Associate Director

Will Eckstein

Associate Director

Will Eckstein is an Associate Director of Operations at IEQ Capital where he focuses on data-management and operational enhancements.

Mr. Eckstein began his career in the United States Army as a member of the Infantry where he served for three years on active duty. During his time on active duty, Mr. Eckstein was stationed at Ft. Benning, Georgia and participated in training exercises across the country. In 2018, he was attached to the 1st Security Forces Assistance Brigade and participated in its first deployment to Afghanistan.

Mr. Eckstein graduated from the University of San Francisco with a Bachelor of Science degree in Finance.

Mr. Eckstein resides in San Francisco, California.

Yassin Ashour

Director

Yassin Ashour

Director

Yassin Ashour is a Director of IEQ Capital and has provided investment and financial planning advice to clients for 11 years.

Mr. Ashour began his career working in financial services in the United Kingdom. After three years as an advisor at Nationwide in London, he joined the Global Investment Advisory team at Fisher Investments. In 2021, Mr. Ashour transitioned to IEQ Capital as a Director.

Mr. Ashour holds a Bachelor of Science degree in Mathematics, Meteorology and Physics from the University of Reading in the United Kingdom and holds a Master of Business Administration from Hult International Business School in London.

Mr. Ashour lives in San Francisco, California. He is an avid skier, runner, and music lover.

Zico Parmar

Senior Director

Zico Parmar

Senior Director

Zico Parmar is a Senior Director of Operations of IEQ Capital where he implements most day-to-day administrative and operational functions of the business.

Mr. Parmar began his career at Fisher Investments, an independent Registered Investment Advisory firm. Mr. Parmar joined First Republic in 2014 as an Operations Associate following First Republic Bank’s acquisition of Luminous Capital. During his time at First Republic Bank, Mr. Parmar developed the operations department.

Mr. Parmar holds a Bachelor of Science Degree in Business Administration with a concentration in Finance from San Francisco State University.

Mr. Parmar enjoys watching football on the weekends and walking his dog, Franky. He currently resides in Hayward Hills, California.

Our Team

Aaron Price, CFA

Adam Beard

Alan Zafran

Alex Brugger

Alex Jack

Angus Smith

Ann Dam

Ann Luo

Bethany Peterson

Bhavika Booragadda

Brad Jones

Brendon Kempin

Brianna Mariolle, CFA

Cam Croteau

Casey Beyel

Catherine Li

Christian Nelson

Christie Olsson

Christina Flamer, CPA

Colin Mark-Griffin, CAIA

Connor Smith

Corinne Birriel

Dan Glenn

Daniel Hill

Danny Nowak

Dean Horwitz

DW Kim, CFP

Eric Harrison

Frank McFarland

Garret Giglia, CFA

Greg Heiser

Gustavo Pires

Haldo Cabrera

Harry Guilfoyle

Ian Linford

Jack Ratliffe

Jane Dietze

Jeff Sawin

Jeff Westsmith, CFA

Jennifer Young

Jeremy Wenner

Jesse Wood

John Dorr

John MacLean

John Micek IV

John Stone

Jon Kropf

Jonathan Barnes

Julienne Gehring

Katia Stern, CFP

Kevin Burt, CFA, CFP

Kevin Loveland

Leon Baer

Lior Kosovski

Megan Whyte

Melody Qu

Michael Henry, CFP, CRPC

Mike McIntosh, CFA

Natalie Zohuri

Nick Roberts

Nicole Cole

Nicolle Baria

Pete Briger

Rob Skinner

Ryan Patterson

Ryan Salmonsen

Sam Brumbaugh, CFP

Sam Shephard

Samantha Lee, CFA

Scott Gutterman

Sergio Gonzalez

Spencer Gordon, CFA

Spencer Haly

Steve Stauff

Tanner Savitsky

Terence Condren

Tim Altman, CFA

Will Eckstein

Yassin Ashour