Jeremy Wenner

Jeremy Wenner is an experienced financial professional currently serving as Managing Director at IEQ Capital since May 2023. Previously, Jeremy has held similar roles at First Republic Private Wealth Management and Jefferies LLC, where expertise included customized wealth planning, investment management for high net worth individuals, and strategic financial advice. Jeremy's career began in financial analysis at Banc of America Securities and Nationsbanc Montgomery, and expanded to portfolio management as Vice President at SF Sentry. An MBA graduate from the University of California, Berkeley, and a BA in Political Science and History from Colgate University, Jeremy has developed a robust skill set in tax and estate planning, investment strategies, and hedge fund access.