Katia Stern

Director at IEQ Capital

Katia Stern is an Associate Director of IEQ Capital where she provides investment advice to wealthy families and institutional investors.

Ms. Stern began her career in 2018 at Santa Barbara based firm, West Coast Financial, where she served on the Research Committee and provided investment advice and financial planning to individuals and to families.

Ms. Stern holds a Bachelor of Science degree in Statistical Science from University of California, Santa Barabara, where she was also President of the Model United Nations team. She is 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.

Location

San Francisco, United States

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IEQ Capital

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


Headquarters

CA, United States

Employees

51-200

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