Alan Zafran

Alan Zafran is a Founding Partner and Co-CEO of IEQ Capital and has served as a financial adviser to wealthy families and institutional investors for nearly three decades. Mr. Zafran also sits on the Investment Committee at IEQ Capital.

Mr. Zafran began his career at Goldman Sachs in the Private Client Group. After seven years at Goldman Sachs, Mr. Zafran and his entire team joined Merrill Lynch, where he helped to build the Private Banking and Investment Group. In 2008, Mr. Zafran co-founded Luminous Capital, an independent Registered Investment Advisory firm. At Luminous, he served as a Portfolio Manager and member of the investment committee. Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic Bank in 2012. At First Republic Bank, Mr. Zafran served as Senior Managing Director and Wealth Manager.

Mr. Zafran has been named one of "America’s Top Wealth Advisors" by Forbes. In addition, Barron's named him one of “America’s Top 100 Financial Advisors” in 2018 and 2019, and as one of "America's Top 100 Independent Wealth Advisors" in 2014, 2016 and 2018. In 2020, Barron's named IEQ Capital one of "America's Top RIA Firms," citing Mr. Zafran as one of the firm's top executives.*

Mr. Zafran is active in his community - he is the Secretary, Treasurer and a member of the Board of Directors, as well as serves on the Investment Committee for the Silicon Valley Community Foundation; is a member of the Board of Directors for Taube Philanthropies; serves as a member of the PIMCO RIA Council; serves as a member of the Board of Directors for the Shuchman Lesser Foundation; serves as a member of the Board of Directors of the Filoli Center; serves on the Investment Committee for the Board of Trustees of the Portola Valley School Foundation Endowment; serves as a member of the Board of Trustees for the Craft Contemporary Museum; and is a member of the Board of Advisors for the Center for Mathematics and Teaching.

Mr. Zafran holds a Bachelor of Arts and Science from Stanford University, Phi Beta Kappa, and MBA from Harvard Business School.