Our Team
Alan Zafran is a Co-Founder and Managing Partner of IEQ Capital and has served as a financial adviser to wealthy families and sophisticated investors for over three decades. Mr. Zafran also sits on the Investment Committee at IEQ Capital.
Mr. Zafran began his career at Goldman Sachs in the Private Client Group. After seven years at Goldman Sachs, Mr. Zafran and his entire team joined Merrill Lynch, where he helped to build the Private Banking and Investment Group. In 2008, Mr. Zafran co-founded Luminous Capital, an independent Registered Investment Advisory (RIA) firm. At Luminous, he served as a Portfolio Manager and investment committee member. Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic Bank in 2012. At First Republic Bank, Mr. Zafran served as Senior Managing Director and Wealth Manager.
Mr. Zafran has been named one of "America's Top Wealth Advisors" by Forbes. Barron's named him one of "America's Top 100 Financial Advisors" and one of "America's Top 100 Independent Wealth Advisors”. IEQ Capital has also been recognized as one of "America's Top RIA Firms," by both Barron's and Forbes, citing Mr. Zafran as one of the Firm's top executives.
Mr. Zafran is active in his community - he is the Secretary, Treasurer, and a member of the Board of Directors, as well as serves on the Investment Committee for the Silicon Valley Community Foundation; is a member of the Board of Directors for Taube Philanthropies; serves as a member of the Board of Directors of the Filoli Center; serves as a member of the Board of Directors for the Shuchman Lesser Foundation; serves on the Investment Committee for the Board of Trustees of the Portola Valley School Foundation Endowment; and serves as a member of the Board of Trustees for the Craft Contemporary Museum.
Mr. Zafran holds a Bachelor of Arts and Science from Stanford University, Phi Beta Kappa, and MBA from Harvard Business School.
Awards & Recognition
- 2023 Forbes Best-In-State
- 2022 Forbes Best-In-State
- 2021 Forbes America’s Top 250
- 2021 Forbes Best-In-State
- 2020 Forbes America’s Top 250
- 2020 Forbes Best-In-State
- 2019 Forbes Best-In-State
All outside business activities may not be listed. Please request IEQ Capital's ADV 2B for complete information. The awards listed are not endorsement of any third party to invest with IEQ and are not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. Barron’s advisor rankings formula utilizes three major categories of calculations: (1) Assets (2) Revenue and (3) Quality of practice. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then applies their rankings formula to the data to generate a ranking. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. This ranking does not guarantee any potential investment outcomes, nor does it rank advisors based on investment performance. There is no fee for participation. However, IEQ does pay for the right to be featured in Barron’s magazine itself (outside of the ranking) and for using Barron’s logo in our marketing pieces. More information can be found here: https://www.barrons.com/articles/barrons-top-advisors-methodology-1534541819 Forbes’ wealth advisor rankings are developed by SHOOK Research, an independent research firm. The rankings are based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. 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://www.shookresearch.com/a-methodology.html