Our Team
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 Forbes ranking of Best-in-State Wealth Advisors and America’s Top 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: https://lnkd.in/gZnGua5G
The award listed is not an endorsement of any third party to invest with IEQ and is not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing.