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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$17 Billion of Regulatory Assets Under Management *

10+ Years that the core team has been together

100+ Of the best and brightest minds

* As of 6/30/22; *RAUM as of 12/31/2021 as reported in IEQ Capital’s Form ADV filed in March 2022 totaled $17.8bn

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 Sam Brumbaugh
A portrait shot of Cam Croteau
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A portrait shot of Gustavo Perez
A portrait shot of Vicki Maler
A portrait shot of Marina van Steen
A portrait shot of Alan Zafran collage
A portrait shot of Jenn Young
A portrait shot of Meena Karamcheti
A portrait shot of Victoria Dixon
A portrait shot of Joy Gallardo-Huzar
A portrait shot of Juliana Clark
A portrait shot of Josh Perlmutter
A portrait shot of Ryan Patterson
A portrait shot of Garrett Gabianelli
A portrait shot of Tanner Savitsky
A portrait shot of Greg Heiser
A portrait shot of Katia Stern
A portrait shot of Spencer Haly
A portrait shot of Ann Dam
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A portrait shot of Ryan Salmonsen
A portrait shot of Yassin Ashour
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A portrait shot of Kevin Lyle
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Leadership

A photo of Alan Zafran

Co-CEO, Founder

A photo of Bethany Peterson

Partner, Chief Financial Officer

A photo of Christie Olsson

Managing Director, Senior Wealth Strategist

A photo of Colin Mark-Griffin, CAIA

Managing Director of Research

A photo of Dean Horwitz

Partner, Chief Operating Officer

A photo of Eric Harrison

Co-CEO, Founder

A photo of Frank McFarland

Founder

A photo of Harry Guilfoyle

Partner

A photo of Ian Linford

Partner

A photo of Jeff Sawin

Managing Director

A photo of Jesse Wood

Managing Director

A photo of John Stone

Managing Director

A photo of Julienne Gehring

Director, Growth

A photo of Lior Kosovski

Chief Compliance Officer, General Counsel

A photo of Megan Whyte

Partner, Chief Client Officer

A photo of Nicole Cole

Senior Director, Human Capital

A photo of Robert Skinner

Co-CEO, Founder

A photo of Ryan Braun

Managing Director

A photo of Sam Shephard

Partner

A photo of Scott Gutterman

Managing Director

A photo of Vanessa Knightly

Managing Director

A photo of Zico Parmar

Senior Director, Operations

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 of Staff, GoodLeap

A photo of Jane Dietze

Chief Investment Officer, Brown University

A photo of Pete Briger

Co-Chief Executive Officer, Fortress Investment Group