Jeff Westsmith, CFA, Founding Partner at IEQ Capital

Jeff Westsmith is a Founding Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for nearly 20 years. He also sits on the Investment Committee at IEQ Capital and oversees the firm’s Research group.

Mr. Westsmith began his career working with high-net-worth families at Fidelity Investments. In 2006, he joined the Private Banking and Investment Group at Merrill Lynch and later co-founded Luminous Capital, an independent Registered Investment Advisory firm. At Luminous Capital, he served as a Financial Adviser and member of the Investment Committee. Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic Bank in 2012. At First Republic Bank, Mr. Westsmith served as a Managing Director and Wealth Manager.

Mr. Westsmith is actively involved in his community. He is a supporter and active volunteer with the Boys & Girls Clubs of the Peninsula (BGCP) and has served as a board member and Treasurer of Windmill School. Additionally, Mr. Westsmith serves on the iCapital Advisory Council.

Mr. Westsmith holds a Bachelor of Arts degree from University of California, Los Angeles, and has earned the Chartered Financial Analyst (CFA) designation.

Awards & Recognition

2023 Forbes Best-In-State
2022 Forbes Next Generation
2022 Forbes Best-In-State
2021 Forbes Next Generation
2021 Forbes Best-In-State
2020 Forbes Next Generation
2020 Forbes Best-In-State
2019 Forbes Next Generation
2019 Forbes Best-In-State

1. Best in state

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual 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 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.forbes.com/sites/rjshook/2019/06/25/2019-top-next-gen-wealth-advisors-methodology/?sh=8a16fee56300, https://www.forbes.com/sites/rjshook/2022/04/07/methodology-forbes-best-in-state-wealth-advisors-2022/?sh=73d67f737fee

2. America’s top next gen

The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, 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. More information can be found here: https://www.forbes.com/sites/rjshook/2021/09/21/methodology-americas-top-next-gen-wealth-advisors-2021/?sh=65e71e592b8e

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.