Our Team
Katia Stern is a Director of IEQ Capital who has provided investment advice to wealthy families and institutional investors for nearly a decade.
Ms. Stern began her career at Santa Barbara based firm, West Coast Financial, where she provided investment advice and financial planning to individuals and to families along with serving on the Equity Research Committee.
Ms. Stern holds a Bachelor of Science degree in Statistical Science from University of California, Santa Barbara. She is also a Certified Financial Planner™
Ms. Stern currently resides in San Francisco, California. In her free time, Ms. Stern enjoys running, hiking, exploring new restaurants, and traveling.