Nicholas Barbieri Jr. is a financial advisor at IEQ Capital, LLC, holding a Series 65 designation. He has six years of industry experience, including time at Shenkman Capital Management before joining IEQ Capital. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and institutions. The firm uses a centralized macroeconomic research process and constructs portfolios from a blend of liquid strategies, third-party managers, and private alternative investments.

Andrew Venturi is a financial advisor at IEQ Capital, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Sepio Capital, Bank of America, and Merrill Lynch. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment process integrates centralized macroeconomic research with client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Andrew Kowal is a financial advisor at IEQ Capital, LLC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Koil, MendaCel Inc., and South California Junior PGA. Separately, he has been involved in the restaurant business through Wa Sushi and Izakaya. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process incorporates macroeconomic research and multi-phase due diligence, offering portfolios composed of liquid strategies, third-party managers, and private alternative investments.

Thomas Hazlehurst is a financial advisor at IEQ Capital, LLC in Austin, TX, holding the Series 65 designation. He has 24 years of industry experience, including prior roles at Laird Group and Fremon Group/FPR Partners. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and select institutional clients. The firm employs a macroeconomic research-driven investment process and offers a range of discretionary management, family-office services, and private alternative investment opportunities.

Anne Beyel is a financial advisor at IEQ Capital, LLC with five years of industry experience. She holds a Series 65 designation and has worked at IEQ Capital since 2019, following positions at First Republic Investment Management and Wheels Up. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm employs a centralized investment process that includes macro and manager research, independent manager selection, and allocations to liquid and private alternative investments.

Jack Brooks is a financial advisor at IEQ Capital, LLC with a Series 65 designation. He has worked in the investment advisory industry since 2023, including prior experience at Moneta Group Investment Advisors, LLC. Before entering the industry, he spent several years in educational roles at Boston College and MICDS. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm integrates macro and manager research with access to liquid and private alternative investments, serving clients typically with net worth above $10 million.

Samuel Brumbaugh is a CFP® with 13 years of experience in the financial industry. He currently serves as an advisor at IEQ Capital, LLC, where he has worked since 2019. His prior experience includes roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and Bel Air Securities LLC. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a combination of macro and manager research alongside access to liquid and private alternative investments.

Elizabeth Murrell is a financial advisor at IEQ Capital, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at Sepio Capital, LP and Wells Fargo Clearing prior to joining IEQ Capital in 2023. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm employs a centralized investment process that includes independent manager research and allocation to both liquid and private alternative investments, managing approximately $35.4 billion in assets.

Samuel Crawford is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 designation. He has one year of industry experience, including prior roles at Laird Norton Wetherby, Main Street Research, Bailard Inc., and Rei. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm’s investment process relies on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, independent managers, and private alternative investments.

Erin Lively is a financial advisor at IEQ Capital, LLC with the Series 65 designation and one year of experience at the firm. Prior to joining IEQ Capital in 2025, she held roles at Fintrx and PenFed Credit Union, as well as positions outside the financial industry. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm manages approximately $35.4 billion and offers a range of specialized investment solutions including private alternative investments and client Digital Asset exposure.

Jennifer Young is a financial advisor at IEQ Capital, LLC with eight years of industry experience. She holds the Series 66 designation and has worked previously at First Republic Securities Company, First Republic Investment Management, UBS Financial Services, and Strategic Hospitality. She has been with IEQ Capital since 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm combines macroeconomic research with client-specific investment policies to construct portfolios from liquid strategies, third-party managers, and private alternatives, emphasizing clients with net worths of $10 million or more.

Natalia Whitaker is a financial advisor at IEQ Capital, LLC in Los Angeles, CA. She holds a Series 65 designation and has one year of industry experience. Prior to joining IEQ Capital, she worked at Third Bridge Group Limited and Astor Financial Group. Outside of her advisory role, she is a passive shareholder in a family food distribution business, American Key Food Products LLC. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm focuses on separately managed accounts and alternative investments, managing approximately $35.4 billion through a platform that integrates private investment vehicles and specialized services.

Rachel Elliott is a financial advisor at IEQ Capital, LLC in Houston, TX, with three years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm’s investment process involves centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternatives.

Dean Horwitz is a financial advisor at IEQ Capital, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Securities Company, LLC from 2013 to 2019. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, and private funds, focusing on separately managed accounts and family-office services. The firm combines macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion across its platform.

Caden Sanchez is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Cerity Partners LLC before joining IEQ Capital. Prior to his financial advisory career, he spent ten years in full-time education. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach is driven by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios composed of liquid strategies, independent managers, and private alternative investments.

Austin Chau is a CFP® with five years of experience in financial advising. He currently works at IEQ Capital, LLC and has previously been associated with firms including EPIQ Capital Group, LPL Financial, Menlo Asset Management, and Morgan Stanley. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm employs a centralized investment process that incorporates independent managers and alternative investments, serving clients with net worth generally at or above $10 million.

Connor Buckle is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining IEQ Capital, he worked at Lincoln International and Ernst and Young. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, non-profit organizations, and other entities. The firm’s investment approach includes centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

Dong Woo Kim is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at IEQ Capital, LLC since 2021. Prior to joining IEQ Capital, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2021. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds, focusing on separately managed accounts and family-office services. The firm employs a centralized macro and manager research process and invests across liquid and private alternative assets, managing approximately $35.4 billion in client assets.

Kimberly Stolz is a financial advisor at IEQ Capital, LLC with 15 years of industry experience. She holds Series 63 and Series 65 designations and has prior experience at Bank of America and Merrill Lynch. Stolz serves as a board member of the Lesbian, Gay, Bisexual & Transgender Community Center, advising on development and governance. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a research-driven investment process, constructing portfolios from liquid strategies, independent managers, and private alternatives, with a focus on clients typically holding net worths of $10 million or more.

Eric Harrison is a financial advisor at IEQ Capital, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management and First Republic Securities. Harrison serves on multiple advisory boards, providing general investment advice to various funds and investment firms. IEQ Capital offers discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm combines centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion across separately managed accounts and family-office services.