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

Investment Management

IEQ Capital

IEQ Capital's headquarters in CA, United States

Co-CEOs

Eric Harrison

Alan Zafran

Dean Horwitz

Frank Mason

Steve Stauff

Adam Beard

Jennifer Young

Scott Gutterman

Jesse Wood

Harry Guilfoyle

Megan Whyte

Bethany Peterson

Brad Jones

Dan Glenn

Pete Briger

Jane Dietze

This department oversees financial planning, analysis, and operational management to ensure the organization’s financial health.

Finance Operations

This department oversees strategic direction and high-level management of the organization.

Executive Leadership

This department ensures adherence to regulatory standards and internal policies.

Compliance Department

The leadership team at IEQ Capital has a history of working in various banks and investment firms. They have also worked in different industries, such as sales, marketing, and customer service. In addition, they have a variety of educational backgrounds, including HR, psychology, business management, economics, environmental studies, and finance.

Leadership Team

This department provides financial planning and investment management services to clients.

Wealth Management

This department focuses on identifying growth opportunities and building partnerships to drive business expansion.

IEQ Capital

Org chart

Board & advisors

Teams

Finance Operations

Executive Leadership

Compliance Department

Leadership Team

Wealth Management

Business Development

Offices

IEQ Capital

Org chart

Board & advisors

Teams

Finance Operations

Executive Leadership

Compliance Department

Leadership Team

Wealth Management

Business Development

Offices

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