Associate Director, Wealth Management

IEQ Capital is Registered Investment Advisor, with $36.8B of Collectively Managed RAUM, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. *As of 03/31/2025, IEQ Capital, LLC (“IEQ”) manages$36.8 billion in RAUM. IEQ RAUM as of 12/31/2024 as reported in IEQ Capital's Form ADV filed in March 2025 totaled $35.4 billion. This website's content is for general informational purposes only and should not be considered an offer to sell or a solicitation to buy any security or financial product from IEQ or any entity. Information here should not be relied upon for business, investment, or other decisions, nor as a substitute for professional advice or recommendations. Special Notice to Non-U.S. Investors: The investment products and services mentioned are intended for U.S. residents only and do not constitute a solicitation or offer in any jurisdiction where it would be unlawful.