Jarrad Schultz is a Director of IEQ Capital and has provided investment advice to ultra-high-net-worth individuals and families for over a decade.
Prior to joining IEQ Capital, Mr. Schultz served individuals, families, and charitable foundations at Wells Fargo and RBC Rochdale. His experience includes wealth and portfolio management, with a focus on advising clients on asset allocation, portfolio construction, and risk management.
Mr. Schultz holds a Bachelor of Arts Degree in Political Economy from the University of Washington. He is also a CFA charter holder.
He is originally from Washington state and currently lives in Los Angeles, California.