WHO We ARe: TEAM
Investment in Top Talent, Commitment to Your Success
We believe exceptional results require exceptional people. Our team of professionals represents decades of carefully curated talent, from seasoned investment veterans who have navigated multiple market cycles to innovative strategists who identify emerging opportunities. With a core leadership team that has worked together for over 20 years, we have built a firm that combines institutional memory and entrepreneurial agility. Every member of the IEQ team is united by a fiduciary mandate that puts your interests first and is backed by the resources and expertise to deliver on our promises across generations.
All fiduciaries are obligated to act in their clients' best interests.
Grow With a Firm That Invests in Its People
At IEQ Capital, we invest in people as thoughtfully as we invest capital. Explore opportunities to grow your career alongside experienced professionals committed to excellence.
Join Our Team
Aarish Patell, CFA, CAIA
Director
Aaron Price, CFA
Partner
Adam Beard
Senior Managing Director
Adam Strauss
Managing Director
Al Fitch
Senior Director
Alan Zafran
Founder, Managing Partner
Alan Zhang
Director
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
Ben Steed, CFA
Senior Managing Director
Bethany Peterson
Partner, Chief Financial Officer
Bhavika Booragadda
Senior Director
Brandon Sim
Managing 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
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
Doug Poetzsch, CFA
Managing Director
Drew Norman, CFP
Director
DW Kim, CFP
Managing Director
Dylan Kremer
Senior Managing Director
Eric Harrison
Founder, Managing Partner
Finn Meagher
Director
Frank Hurley
Managing Director
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 Sudano
Director
Henry Woodruff
Partner
Ian Linford
Partner
Jack Burns
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
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
Justin Renaudin, CFA
Managing Director
Katia Stern, CFP
Director
Kevin Burt, CFA, CFP
Senior Director
Kevin Calenzani
Director
Kevin Loveland
Senior Director
Kim Conley
Director, Chief of Staff
Kim Stolz
Senior Managing Director
Kyle Wills
Director
Lauren Garner
Managing Director
Lauren Hoffman
Managing Director
Leon Baer
Senior Director
Lior Keshet, J.D.
Partner, Chief Compliance Officer & General Counsel
Martine DeHuff
Senior Director
Matt Hlavacek, CFA, CFP
Senior Managing Director
Matt Mitsvotai
Director
Matt Vinson, CFA
Senior Director
McKenzie Paquette, CFP
Managing 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 Lieberman
Managing 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
Patrick Barrett
Director
Peter Zanino
Managing Director
Rachel Elliott
Director
Rick Withers, CFP
Senior Managing Director
Rob Skinner
Founder, Managing Partner
Ryan Braun
Managing Director
Ryan Leamy
Director
Ryan Leonard
Senior Managing Director
Ryan Patterson
Managing Director
Ryan Salmonsen
Director
Sam Brumbaugh, CFP
Managing Director
Sam Epstein
Managing Director
Sam Shephard
Partner
Samantha Lee, CFA
Senior Director
Scott Gutterman
Senior Managing Director
Sergio Gonzalez
Senior 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
Tom Hazlehurst
Managing Director
Torie Sessions
Director
Yassin Ashour
Managing Director
Zach Thomas
Senior Director