Jenna Steinhauer is a Senior Director at IEQ Capital, bringing nearly two decades of experience in financial services and private wealth management. In her role, Ms. Steinhauer works closely with clients, advisors, investment professionals, and internal partners in support of the firm’s ultra-high-net-worth client relationships.
Prior to joining IEQ Capital, Ms. Steinhauer was a Vice President and PWM Chief of Staff at Morgan Stanley. Previously, she served as a Vice President and Client Service Manager at First Republic Private Wealth Management and subsequently J.P. Morgan, following First Republic’s acquisition. Earlier in her career, she held roles at J.P. Morgan, UBS, and JPMorgan Chase across supervision, client service, investment and brokerage operations, and private banking. Throughout her career, she has developed experience across private wealth management, business management, risk and supervision, operational process improvement, team development, workforce planning, organizational design, and the onboarding and integration of advisor teams.
Ms. Steinhauer earned a Bachelor of Arts in English from San Diego State University. She holds FINRA Series 6, 7, 9, 10,63, and 65 registrations.
She resides in Beverly Hills, California. Outside of work, she enjoys interior design, fashion, travel, and spending time with her cats.