Our Team
Jeremy Wenner is a Managing Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for over 25 years.
Prior to joining IEQ Capital, Mr. Wenner was a Managing Director and Wealth Manager at First Republic Investment Management which he joined in 2018. Prior to joining First Republic, Mr. Wenner was a wealth advisor at Jefferies LLC and Thomas Weisel Partners where he specialized in the design and implementation of equity and balanced portfolios for high-net-worth individuals and families. Mr. Wenner started his career in financial services at NationsBanc Montgomery Securities in 1998 before joining SF Sentry, a multifamily office.
Mr. Wenner currently serves as a mentor for 10,000 degrees, a nationally recognized leader in supporting students from low-income backgrounds to and through college and beyond.
Mr. Wenner has been recognized as a 2023 Best-in-State Wealth Advisor by Forbes.
Mr. Wenner received a Bachelors of Arts in Political Science from Colgate University. He received his Master in Business Administration from UC Berkeley Haas School of Business.
Mr. Wenner currently resides in Marin County with his wife and three children. He enjoys skiing, surfing, biking and soccer.
Awards & Recognition
- 2023 Best-in-State Wealth
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.