We are driven by a shared commitment and foundational trust

At IEQ Capital you get a highly experienced investment team, not just an individual adviser. As fiduciaries and community leaders, we prioritize the best interests of our clients and hold ourselves accountable to building a culture of integrity.

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$9.6 Billion of Assets Under Management *

10+ Years that the core team has been together

60+ Of the best and brightest minds

* As of 12/31/2019

Our Team

Investors.
Business leaders.
At your service.

We are investors, not just advisers. We're independent and free from the limitations of larger financial institutions. These factors create a mutual incentive to provide investment opportunities tailored to your specific needs. Through clear communication and full transparency, we're dedicated to providing you with an exceptional client experience.

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A portrait shot of Frank McFarland collage
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A portrait shot of Spencer Gordon
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Leadership

A photo of Alan Zafran

Co-CEO, Founder

A photo of Bethany Peterson

Partner, Chief Financial Officer

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Director of Research

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Partner, Chief Operating Officer

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Co-CEO, Founder

A photo of Frank McFarland

Founder

A photo of Harry Guilfoyle

Partner

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Partner

A photo of Lior Kosovski

Chief Compliance Officer

A photo of Megan Whyte

Chief Client Officer

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Partner, Chief Technology Officer

A photo of Robert Skinner

Co-CEO, Founder

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Partner

Advisory Board

We continually strive to better ourselves and proactively seek feedback to help us in our quest of pursuing investment excellence and a values-driven culture. To that end, we have elected an Advisory Board to guide our growth and provide an independent point of view. 

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Founder, Redpoint Ventures; Venture Capital and Real Estate Investor

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Chief Executive Officer, Promethean Shield

A photo of Jane Dietze

Chief Investment Officer, Brown University

A photo of Pete Briger

Co-Chief Executive Officer, Fortress Investment Group