Our Team
Sam Brumbaugh is a Senior Director of IEQ Capital and has provided investment advice to wealthy families for over a decade. In his current role, Mr. Brumbaugh serves as a Team Lead with a focus on strategic planning, project management and organization for a client-facing team.
Mr. Brumbaugh began his career in 2012 in investment advisory roles with UBS Financial Services and Bel Air Investment Advisors. In 2019, Mr. Brumbaugh transitioned to IEQ Capital as he helped develop the firm and continue his career in financial services.
Mr. Brumbaugh is a Certified Financial Planner™ and holds a Bachelor of Science degree in Financial Services from San Diego State University.
He lives in the East Bay with his wife and daughter.