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IEQ Capital

1 follower

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IEQ Capital is a Registered Investment Advisor, with $11B AUM*, seeking to transform traditional wealth management.

Industries

Investment Management

Headquarters

CA, United States

Employees

51-200

Links

Org chart

Co-CEOs
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Frank McFarland
Founding Partner
Jeff Westsmith
Founding Partner
Bethany Peterson
Partner, CFO
Dean Horwitz
Partner, COO
Megan Whyte
Partner, CCO
Lior Kosovski
Chief Compliance Officer, General Counsel
Aaron Price
Partner
Christian Nelson
Partner
Garret Giglia
Partner
Harry Guilfoyle
Partner
Ian Linford
Partner
Sam Shephard
Partner
Jesse Wood
Managing Director
John Stone
Partner
Scott Gutterman
Managing Director
Jeff Sawin
Managing Director
Christie Olsson
Managing Director, Senior Wealth Strategist
Jeremy Wenner
Managing Director
Adam Beard
Managing Director
Steve Stauff
Managing Director
Nicole Cole
Senior Director, Human Capital
Jennifer Young
Managing Director
Mike McIntosh
Senior Director
Natalie Zohuri
Senior Director
Colin Mark-Griffin
Director of Research
John MacLean
Director
Haldo Cabrera
Associate Director
Gustavo Pires
Director
Leon Baer
Senior Director
Angus Smith
Director
Will Eckstein
Associate Director
Greg Heiser
Associate Director
Katia Stern
Director
Jonathan Barnes
Associate Director

Board & advisors

Brad Jones
Advisor
Dan Glenn
Advisor
Jane Dietze
Advisor
Pete Briger
Advisor
Kevin Loveland
Director

Teams

+17

Leadership Team

21 people · 0 jobs

Offices

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