Terence Condren is a Senior Managing Director and Senior Wealth Strategist at IEQ Capital, bringing nearly three decades of experience in advising families on estate and financial planning. Mr. Condren closely partners with clients, advising on the alignment of their investment, estate planning, and philanthropic goals.

Prior to joining IEQ Capital, Mr. Condren was an Executive Director and Senior Wealth Strategist at UBS Financial Services. He later transitioned to First Republic Investment Management in 2019, where he served as a Senior Managing Director and Advanced Planner. Throughout Mr. Condren’s career, he has worked extensively 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.

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.