Joyce Cheng is an Associate Director of Wealth Management at IEQ Capital and has provided investment planning advice to high-net-worth and ultra-high-net-worth individuals for four years.
Ms. Cheng began her career at ABM Industries as an FP&A analyst. She then transitioned to a Financial Advisor at Citigroup and Morgan Stanley. In 2023, Ms. Cheng joined IEQ Capital as an Associate Director to continue providing investment services to wealthy families.
Ms. Cheng is actively involved with non-profit organizations to promote DEI in the workplace. She serves as a program chair for Her Allies and is a committee member of How Women Lead. She is also a member of IEQ Capital’s DEI committee.
Ms. Cheng holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of the Pacific and a Master of Science in Quantitative Risk Management from Columbia University.
Ms. Cheng lives in Burlingame, California with her husband Joey and their golden retriever Jack. She enjoys traveling and hiking with her family.