Terence Condren

Terence Condren is a seasoned wealth management professional with extensive experience in providing financial and estate planning solutions for high and ultra-high net worth clients. Currently serving as a Senior Wealth Strategist and Managing Director at IEQ Capital since May 2023, Terence previously held senior leadership roles at First Republic Private Wealth Management and UBS, where responsibilities included advanced planning and wealth strategies. Terence's career also includes significant contributions at Bank of America in various management capacities, such as Personal Tax Solutions Executive and Client & Business Management Executive. Earlier roles include Director of Wealth Strategies at Daintree Advisors LLC, Principal at State Street Global Advisors, and Tax Manager at Deloitte & Touche. Terence holds a Juris Doctor degree from Northeastern University School of Law and a Bachelor of Arts in Psychology and English from Ithaca College.