Our Team
Terence Condren is a Managing Director and Senior Wealth Strategist of IEQ Capital and has advised families in estate and financial planning for nearly three decades. Mr. Condren partners with his clients by aligning their investment, estate planning, and philanthropic goals.
Prior to joining IEQ Capital, Mr. Condren was a Managing Director and Advanced Planner at First Republic Investment Management which he joined in 2019. He has extensive experience with personal income, estate, gift and trust tax disciplines, advanced wealth transfer techniques, philanthropic planning, asset protection, planning with concentrated stock positions, and stock option and restricted stock complexities. Prior to joining First Republic, he was an Executive Director and Senior Wealth Strategist at UBS Financial Services.
Mr. Condren is a Certified Financial Planner™. He earned dual degrees in Psychology and English from Ithaca College and a J.D. from Northeastern University School of Law.