David Coleman is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Fremont Group, First Republic Bank, and Salvona Technologies among other firms. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment approach incorporates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a blend of liquid strategies, third-party independent managers, and private alternative investments.

Victoria Dixon is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 credential and has worked previously at Morgan Stanley and Robinson & Cole. Victoria also has a background associated with the University of Connecticut Men's Basketball Association. 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 approach includes centralized macroeconomic research, client-specific Investment Policy Statements, and portfolios constructed from liquid strategies, third-party managers, and private alternative investments.

Troy Ganter is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Equitable Advisors. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that incorporates independent managers and alternative investments, managing approximately $35.4 billion in assets.

Jenna Steinhauer is a financial advisor at IEQ Capital, LLC with 16 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, JP Morgan Chase Bank, First Republic Securities Company, JPMorgan Securities, and UBS Financial Services. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach is centered on centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a blend of liquid strategies, third-party independent managers, and private alternative investments.

Aaron Price is a CFA® charterholder with 20 years of industry experience. He is currently with IEQ Capital, LLC, where he has worked since 2019. Prior to this, he held positions at First Republic Investment Management, Inc., FIRST REPUBLIC Securities Company, LLC, and Fisher Investments. 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 is centered on macroeconomic research and client-specific Investment Policy Statements, utilizing a blend of liquid strategies, third-party managers, and private alternative investments.

Jarrett Bare is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Beacon Pointe Advisors, Mercer Advisors, Dunham & Associates Investment Counsel, and Lofty. IEQ Capital provides discretionary and non-discretionary 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, employing a centralized investment process that includes independent managers and access to alternative investments through platforms like iCapital.

Melanie Rahilly is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at EPIQ Capital Group, LLC, Cornerstone, WelK Resort Group, Inc., and European Wax Center. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and nonprofit organizations. The firm’s investment process relies on centralized macroeconomic research and customized Investment Policy Statements, constructing portfolios from liquid strategies, third-party independent managers, and private alternative investments.

James Morris is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at IEQ Capital, LLC, where he has worked since 2024. Prior to joining IEQ Capital, he held positions at CITIGROUP and J.P. Morgan Chase Bank. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach combines centralized macro and manager research with allocations to liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

Cyrrus Wyant Fassihi is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at EPIQ Capital Group, LLC. Fassihi’s background also includes roles at the University of Oregon and Hearthstone Assisted Living. 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 based on centralized macroeconomic research and tailored Investment Policy Statements, utilizing a combination of liquid strategies, third-party Independent Managers, and private alternative investments.

Rebecca Mc Court is a financial advisor at IEQ Capital, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Stone Point Capital. Her background includes four years at Boston College prior to entering the financial industry. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm combines centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion and focusing on separately managed accounts and family-office services.

Daniel Nowak is a Series 65-licensed financial advisor at IEQ Capital, LLC with eight years of industry experience. He has worked at IEQ Capital since 2019 and previously held roles at First Republic Investment Management, Ernst & Young, Arcis Golf, and Washington University in St. Louis. 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 approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Joseph Zambri is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at the San Francisco Golf Club and La Jolla Country Club. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a centralized macro and manager research process that includes independent managers and alternative investments.

William Grayson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He previously worked at RBC Wealth Management and Sanford C. Bernstein & Co., LLC. Outside of his advisory role, he serves on several boards, including as Chair of the Board of Directors for the Presidio Trust and President of the Villa Taverna Club. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach is guided by centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternatives.

Neha Mandhani is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining IEQ Capital, she worked at PwC for two years and has four years of experience at UCLA. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment process is based on macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, independent managers, and private alternatives.

Wyatt Grauman is a financial advisor at IEQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2022. Prior to his advisory role, he was involved with the UC Berkeley Committee on Student Fees and Budget and has experience in various other roles including work with the Office of Congressman Brad Sherman. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates centralized macro and manager research with access to liquid and private alternative investments through platforms like iCapital.

Mathew La Pointe is a CFA® charterholder and holds a Series 66 license with two years of industry experience. He is currently with IEQ Capital, LLC and has prior experience at Syufy Enterprises, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wade Financial Advisory, Inc., and Cambridge Associates. IEQ Capital, LLC 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 approach combines centralized macroeconomic research with client-specific Investment Policy Statements and includes a mix of liquid strategies, third-party independent managers, and private alternative investments.

Qiqi Zhang is a financial advisor at IEQ Capital, LLC in Los Angeles, holding a Series 66 credential with five years of industry experience. Prior to joining IEQ Capital, Zhang worked at UBS and Willis Towers Watson and has experience in education at Emory University and Andover Public Schools. Outside of finance, Zhang is a yoga instructor at Corepower Yoga. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm employs a macroeconomic-driven investment process, combining liquid strategies, third-party managers, and private alternatives, and offers family-office and ancillary administrative services.

Bennett Mc Dermott is a financial advisor at IEQ Capital, LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at Ares Wealth Management Solutions and Santa Clara University. 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 process incorporates centralized macroeconomic research and client-specific Investment Policy Statements, using a combination of liquid strategies, independent managers, and private alternative investments.

Stephen Griffiths Jr. is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining IEQ Capital, he worked at First Republic Investment Management, Goldman Sachs & Co. LLC, and served nine years in the United States Army. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment process is grounded in centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Harry Guilfoyle is a financial advisor at IEQ Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining IEQ Capital in 2019, he worked at First Republic Securities Company, LLC and First Republic Investment Management. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm utilizes a centralized investment process that includes independent manager research and access to alternative investments, serving clients with net worth generally at or above $10 million.