Ben Steed is a Senior Managing Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for nearly two decades.
Prior to joining IEQ Capital, Mr. Steed served as a Managing Director of Sepio Capital where he worked closely with ultra-high-net-worth clients to provide them with holistic wealth management services. His work emphasized the design and implementation of customized investment portfolios, incorporating both traditional and alternative investments within a broader planning framework. Earlier in his career, Mr. Steed began his professional path at Merrill Lynch as a Financial Analyst, where he developed a strong foundation in financial analysis, capital markets, and portfolio evaluation.
Mr. Steed received his Bachelor of Science in Business Management with an emphasis in finance from Brigham Young University. He also holds the Charted Financial Analyst (CFA) designation.
Mr. Steed resides in the San Francisco Bay Area with his wife and two children.