We are driven by a shared
commitment and
foundational trust
At IEQ Capital you get a highly experienced investment team, not just an individual adviser. As fiduciaries and community leaders, we prioritize the best interests of our clients and hold ourselves accountable to building a culture of integrity.
$47.1
Billion of Regulatory Assets Under Management*
20+
Years that the core team has been together
280+
Of the best and brightest minds
* As of 12/31/2025, IEQ Capital, LLC (“IEQ”) manages $47.1 Billion in RAUM. IEQ RAUM as of 12/31/2024 as reported in IEQ Capital's Form ADV filed in May 2025 totaled $35.4 billion. EPIQ Capital Group’s contribution to the total RAUM referenced above reflects only assets under management reported for billable assets.
Our Team
Investors.
Business leaders.
At your service.
We are investors, not just advisers. We are independent and free from the limitations of larger financial institutions. These factors create a mutual incentive to provide investment opportunities tailored to your specific needs. Through clear communication and full transparency, we are dedicated to providing you with an exceptional client experience.
Aaron Price, CFA
Partner
Adam Beard
Senior Managing Director
Adam Strauss
Managing Director
Al Fitch
Senior Director
Alan Zafran
Founder, Managing Partner
Alex Brugger
Managing Director
Alex Jack
Director
Alex Webb
Director
Alexa Carrington
Director
Andrea Bott
Senior Director
Andrew Venturi
Senior Managing Director
Angus Smith
Senior Director
Ann Dam
Associate Director
Ben Steed, CFA
Senior Managing Director
Bethany Peterson
Partner, Chief Financial Officer
Bhavika Booragadda
Senior Director
Brendon Kempin
Senior Director
Cam Croteau
Senior Director
Cameron Connolly
Director
Cameron Smith, CFA
Senior Director
Casey Beyel
Managing Director
Catherine Li
Director
Christian Nelson
Partner
Christie Olsson
Senior Managing Director, Senior Wealth Strategist
Christina Flamer, CPA
Senior Director, Financial Controller
Colin Mark-Griffin, CAIA
Partner
Corinne Birriel
Senior Director
Damali Smith
Associate Director
Daniel Hill
Senior Director
Daniel Lee
Senior Managing Director
Danny Nowak
Senior Director
Dean Horwitz
Partner, Chief Operating Officer
Deepika Newman
Director
Derek Jensen
Senior Director
Dominic Tanouye-Wolf
Associate Director
Doug Poetzsch, CFA
Managing Director
Drew Norman, CFP
Director
DW Kim, CFP
Managing Director
Dylan Kremer
Senior Managing Director
Eric Harrison
Founder, Managing Partner
Frank Lankford
Managing Director
Frank Mason
Managing Director
Frank McFarland
Founding Partner
Garret Giglia, CFA
Partner
Greg Forbes
Senior Managing Director
Greg Heiser
Director
Gustavo Pires
Director
Harry Guilfoyle
Partner, Advisor Success
Heather Kwong
Associate Director
Heather Sudano
Director
Henry Woodruff
Partner
Ian Linford
Partner
Jake Lenett
Associate Director
Jeff Sawin
Partner
Jeff Westsmith, CFA
Founding Partner
Jen O’Neal
Managing Director
Jennifer Kowal
Senior Managing Director, Senior Income Tax Strategist
Jennifer Young
Managing Director
Jeremy Wenner
Partner
Jesse Wood
Partner
Jessica Gardner, CFA
Associate Director
Jimmy Morris, CFA
Managing Director
John Micek IV
Senior Managing Director
John Stone
Partner
Jory Makin
Director
Joy Gallardo-Huzar
Director, Chief of Staff to Robert Skinner
Joyce Cheng
Associate Director
Justin Renaudin, CFA
Managing Director
Katia Stern, CFP
Director
Kevin Burt, CFA, CFP
Senior Director
Kevin Loveland
Senior Director
Kevin Lyle
Associate Director
Kim Conley
Director, Chief of Staff
Kyle Wills
Director
Larry Chew
Associate Director
Lauren Garner
Managing Director
Lauren Menagh
Associate Director
Leon Baer
Senior Director
Lior Keshet, J.D.
Partner, Chief Compliance Officer & General Counsel
Matt Hlavacek, CFA, CFP
Senior Managing Director
Matt Mitsvotai
Director
Matt Vinson, CFA
Senior Director
McKenzie Paquette, CFP
Managing Director
Meena Karamcheti
Associate Director
Megan Whyte
Partner, Chief Client Officer
Melanie Rahilly
Director
Melody Qu
Senior Director
Meredith Albright
Senior Director
Michael Carlton
Director
Michael Fenner
Director
Michael Henry, CFP, CRPC
Senior Managing Director
Michael Juettner
Senior Director
Michael Thompson
Managing Director
Mike McIntosh, CFA
Managing Director, Chief Market Strategist
Mirari Jacobson
Managing Director
Morgan Friel
Senior Director
Natalie Zohuri
Senior Director
Natasha Young, CTFA
Senior Director
Navedika Sarup
Director
Nicole Cole
Managing Director
Nicolle Baria
Director
Peter Zanino
Managing Director
QiQi Zhang, CFP
Associate Director
Rick Withers, CFP
Senior Managing Director
Rob Skinner
Founder, Managing Partner
Ryan Braun
Managing Director
Ryan Leamy
Director
Ryan Patterson
Managing Director
Ryan Salmonsen
Director
Sam Biscaro
Associate Director
Sam Brumbaugh, CFP
Managing Director
Sam Shephard
Partner
Samantha Lee, CFA
Senior Director
Scott Gutterman
Senior Managing Director
Sergio Gonzalez
Senior Director
Sophie Langlois
Associate Director
Spencer Gordon, CFA
Managing Director
Spencer Haly
Managing Director
Stephanie Tejo
Director
Stephen Griffiths
Managing Director
Steve Stauff
Managing Director
Tanner Savitsky
Senior Director
Terence Condren, J.D., CFP
Senior Managing Director, Senior Wealth Strategist
Thomas Camplin
Managing Director
Tim Altman, CFA
Senior Director
Tom Glamuzina, CIMA, CPWA
Senior Director
Tony Liao
Associate Director
Torie Sessions
Director
Yassin Ashour
Managing Director
Zach Thomas
Senior Director