Joyce Cheng

Associate Director at IEQ Capital

Joyce Cheng is an experienced professional in wealth management and financial analysis, currently serving as Associate Director at IEQ Capital since November 2023. Prior to this role, Joyce held positions at Morgan Stanley and Citi in wealth management from June 2022 to November 2023 and September 2020 to May 2022, respectively. Joyce began the career journey as an Investment Analyst at Castle Placement from October 2019 to March 2020 and gained foundational experience as a Financial Planning Analyst at ABM Industries from June 2018 to June 2019. Joyce Cheng earned a Master’s degree in Quantitative Risk Management from Columbia University and a Bachelor of Science in Finance from the University of the Pacific - Eberhardt School of Business.

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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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