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.
$45.9
Billion of Regulatory Assets Under Management*
20+
Years that the core team has been together
275+
Of the best and brightest minds
* As of 09/30/2025, IEQ Capital, LLC (“IEQ”) manages $45.9 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.
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
Managing Director
Al Fitch
Senior Director
Alan Zafran
Founder, Managing Partner
Alex Brugger
Senior Director
Alex Jack
Director
Alex Webb
Associate Director
Andrea Bott
Senior Director
Andrew Venturi
Managing Director
Angus Smith
Director
Ann Dam
Associate Director
Ben Steed, CFA
Managing Director
Bethany Peterson
Partner, Chief Financial Officer
Bhavika Booragadda
Senior Director
Brendon Kempin
Director
Cam Croteau
Director
Cameron Connolly
Associate Director
Cameron Smith, CFA
Director
Casey Beyel
Managing Director
Catherine Li
Director
Chad Boeding
Vice Chairman, Consultant
Christian Nelson
Partner
Christie Olsson
Managing Director, Senior Wealth Strategist
Christina Flamer, CPA
Financial Controller
Colin Mark-Griffin, CAIA
Partner
Corinne Birriel
Director
Damali Smith
Associate Director
Daniel Hill
Director
Daniel Lee
Managing Director
Danny Nowak
Senior Director
Dean Horwitz
Partner, Chief Operating Officer
Deepika Newman
Associate Director
Derek Jensen
Senior Director
Dominic Tanouye-Wolf
Associate Director
Doug Poetzsch, CFA
Director
Drew Norman
Associate Director
DW Kim, CFP
Senior Director
Dylan Kremer
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
Managing Director
Greg Heiser
Director
Gustavo Pires
Associate Director
Harry Guilfoyle
Partner, Business Development & Investment Platform and Risk Management
Heather Kwong
Associate Director
Henry Woodruff
Partner
Ian Linford
Partner
Jake Lenett
Associate Director
Jeff Sawin
Partner
Jeff Westsmith, CFA
Founding Partner
Jen O’Neal
Senior Director
Jennifer Kowal
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 MacLean
Director
John Micek IV
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
Senior Director
Katia Stern, CFP
Director
Kevin Burt, CFA, CFP
Senior Director
Kevin Loveland
Director
Kevin Lyle
Associate Director
Kim Conley
Director, Chief of Staff
Kyle Wills
Associate 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
Managing Director
McKenzie Paquette, CFP
Managing Director
Meena Karamcheti
Associate Director
Megan Whyte
Partner, Chief Client Officer
Melanie Rahilly
Director
Melody Qu
Director
Meredith Albright
Senior Director
Michael Carlton
Director
Michael Fenner
Director
Michael Henry, CFP, CRPC
Managing Director
Michael Juettner
Senior Director
Michael Thompson
Managing Director
Mike McIntosh, CFA
Chief Market Strategist
Natalie Zohuri
Director
Natasha Young, CTFA
Director
Navedika Sarup
Associate Director
Nichole Teltschik Love
Associate Director
Nicole Cole
Managing Director
Nicolle Baria
Associate Director
Peter Zanino
Senior Director
Plamena Berova
Associate Director
QiQi Zhang, CFP
Associate Director
Rob Skinner
Founder, Managing Partner
Ryan Braun
Managing Director
Ryan Leamy
Associate Director
Ryan Patterson
Managing Director
Ryan Salmonsen
Director
Sam Biscaro
Associate Director
Sam Brumbaugh, CFP
Senior Director
Sam Shephard
Partner
Samantha Lee, CFA
Senior Director
Sarah Sweeney
Associate Director
Scott Gutterman
Managing Director
Sergio Gonzalez
Director
Sophie Langlois
Associate Director
Spencer Gordon, CFA
Managing Director
Spencer Haly
Managing Director
Stephanie Tejo
Associate Director
Stephen Griffiths
Senior Director
Steve Stauff
Managing Director
Tanner Savitsky
Director
Terence Condren, J.D., CFP
Managing Director, Senior Wealth Strategist
Tim Altman, CFA
Senior Director
Tom Glamuzina, CIMA, CPWA
Senior Director
Tony Liao
Associate Director
Torie Sessions
Associate Director
Yassin Ashour
Senior Director
Zach Thomas
Director
Zico Parmar
Managing Director