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.


$46.6
Billion of Regulatory Assets Under Management*
20+
Years that the core team has been together
290+
Of the best and brightest minds
* As of 3/31/2026, IEQ Capital, LLC (“IEQ”) manages $46.6 billion in RAUM. IEQ RAUM as of 12/31/2025 as reported in IEQ Capital's Form ADV filed in March 2026 totaled $46.24 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

Alan Zafran
Founder, Managing Partner

Bethany Peterson
Partner, Chief Financial Officer

Christian Nelson
Partner

Christie Olsson
Senior Managing Director, Senior Wealth Strategist

Colin Mark-Griffin, CAIA
Partner

Dean Horwitz
Partner, Chief Operating Officer

Eric Harrison
Founder, Managing Partner

Frank McFarland
Founding Partner

Garret Giglia, CFA
Partner

Harry Guilfoyle
Partner, Advisor Success

Henry Woodruff
Partner

Ian Linford
Partner

Jeff Sawin
Partner

Jeff Westsmith, CFA
Founding Partner

Jeremy Wenner
Partner

Jesse Wood
Partner

John Stone
Partner

Lior Keshet, J.D.
Partner, Chief Compliance Officer & General Counsel

Megan Whyte
Partner, Chief Client Officer

Michael Lieberman
Managing Director

Mike McIntosh, CFA
Managing Director, Chief Market Strategist

Nicole Cole
Managing Director

Rob Skinner
Founder, Managing Partner

Sam Shephard
Partner