Our Team
DW Kim is a Senior Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for over 12 years.
Mr. Kim began his career at Morgan Stanley in 2009 where he served as Associate Vice President of Wealth Management. In 2021, Mr. Kim transitioned to IEQ Capital.
Mr. Kim was named one of “America’s Top Next-Gen Wealth Advisors” in 2017 and 2018 and “Best-in-State Next-Gen Wealth Advisors” in 2019 by Forbes.
Mr. Kim holds a Bachelor of Arts degree in Statistics from Rutgers University, and he is a Certified Financial PlannerTM.
Mr. Kim lives in San Mateo, California with his wife and son.
Awards & Recognition
- 2019 Forbes Best-In-State NJ
- 2018 Forbes Next Generation
The Forbes ranking of America’s Top Millennial Advisors is developed by SHOOK Research, an independent research firm. The ranking is based on an algorithm of qualitative and quantitative data, rating thousands of individuals with a minimum of four years relevant experience and acceptable compliance records. Qualitative due diligence, which examines best practices—client service models, investing process, business types, leveraging a team and firm resources, etc.—is learned through telephone and in-person interviews. Quantitatively factors include revenue produced, assets under management, compliance records and industry 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://www.forbes.com/sites/rjshook/2018/07/25/methodology-forbes-top-1000-next-gen-wealth-advisors/?sh=47e840ba6e68
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, an independent research firm, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. 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.