William Graff is a financial advisor at IEQ Capital, LLC with one year of experience in the industry. He holds a Series 65 designation and has prior work experience at Werba Rubin Papier and Claremont McKenna College. Outside of his advisory role, he was involved with East Chop Beach Club for six years. 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 based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Dylan Kremer is a financial advisor at IEQ Capital, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Camden Capital, Cresset Asset Management, Bank of Montreal, and J.P. Morgan Securities. Outside of finance, he is the founder and owner of Chicago Basketball Club, LLC, where he coaches basketball. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and private funds, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Caden Wheeler is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. He has also been involved with Menlo Circus Club, where he teaches swim lessons and coaches practice for children aged 2 to 15. 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 utilizes a centralized investment process with a focus on alternative investments and offers specialized services including digital asset exposure and private placement life insurance sub-advisory.

Lauren Hoffman is a financial advisor at IEQ Capital, LLC with 12 years of industry experience. She holds the Series 66 and Series 65 designations. Her prior work includes roles at JPMorgan Chase Bank, N.A., Jpmorgan Securities LLC, Bank of America, N.A., and Merrill. 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 uses a centralized macroeconomic research process and constructs portfolios with a combination of liquid strategies, third-party independent managers, and private alternative investments.

Kade Merrill is a financial advisor with IEQ Capital, LLC in Dallas, TX. He holds the Series 63 and Series 66 designations and has one year of industry experience. Prior to joining IEQ Capital, Merrill worked for Charles Schwab from 2023 to 2025. 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 based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Lauren Hansen is a CFA® charterholder currently with IEQ Capital, LLC, where she has worked since 2026. She has prior experience at Mercer, Corepower Yoga, Santa Barbara County Employees Retirement System, O’Neill Surf Shop, and Hansen & Rutherford, LLP. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm’s investment process includes centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

Nicholas Krueger is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, he worked at Wells Fargo for three years and attended the University of Wisconsin - Madison. 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, employing a centralized macro and manager research process that includes allocations to liquid and private alternative investments.

Garret Giglia is a CFA® charterholder and holds the Series 66 designation, currently serving as an advisor at IEQ Capital, LLC with 14 years of industry experience. He has worked at IEQ Capital since 2019 and previously held positions at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC from 2016 to 2019. 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, customized Investment Policy Statements, and portfolios constructed from liquid strategies, third-party managers, and private alternatives, with a focus on clients typically possessing a net worth of $10 million or more.

Jennifer Kowal is a financial advisor at IEQ Capital, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Kowal serves as a board member for the South Pasadena Educational Foundation and Caltech Y, and she is an adjunct professor at Loyola Law School, teaching online graduate tax law courses. 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 includes independent manager research and access to alternative investments, managing approximately $35.4 billion in assets.

Rick Withers is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with IEQ Capital, LLC and previously worked at Epiq Capital Group, LLC and ICONIQ Capital, LLC. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and non-profit organizations. The firm’s investment approach is based on centralized macroeconomic research and customized Investment Policy Statements, combining liquid strategies, third-party independent managers, and private alternative investments.

Ethan Staller 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 MML Investors Services LLC and MassMutual Life Insurance Company. Prior to his financial services career, he spent several years in educational roles at Cal State Fullerton and El Camino Real High School. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that includes independent manager research, alternative investments, and specialized services such as PPLI sub-advisory and digital asset exposure.

Kevin Loveland is a financial advisor at IEQ Capital, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at First Republic Bank for twelve years. 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 emphasizes separately managed accounts and integrates centralized macro and manager research with access to liquid and private alternative investments through an extensive private-investment platform.

William Lynch is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 65 license with two years of industry experience. His prior roles include positions at Spectrum and Carmel Realty Company, as well as academic experience at the University of Texas and Stevenson School. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm integrates macro and manager research with access to alternative investments and digital asset exposure, managing approximately $35.4 billion in client assets.

Ryan Patterson is a financial advisor at IEQ Capital, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at IEQ Capital since 2019, following a three-year tenure at First Republic Investment Management. 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 is guided by centralized macroeconomic research and client-specific Investment Policy Statements, offering portfolios composed of liquid strategies, third-party Independent Managers, and private alternative investments.

Joseph Burlison is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at DC Advisory and Scholars of Finance. 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 based on centralized macroeconomic research and client-specific Investment Policy Statements, combining liquid strategies, third-party Independent Managers, and private alternative investments.

Zhixin Cheng is a financial advisor at IEQ Capital, LLC with five years of industry experience. Cheng holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Citigroup. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services 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, combining centralized macro and manager research with access to liquid and private alternative investments through platforms like iCapital.

Evan Stafford is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Equitable Advisors, LLC. His background also includes roles within the GoldKey Marine and related businesses. 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 process is driven by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

John Auer is a financial advisor with IEQ Capital, LLC, holding Series 63 and Series 65 licenses and possessing two years of industry experience. His prior roles include positions at Goldman Sachs and Webster Bank. IEQ Capital, LLC 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 involves centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios including liquid strategies, third-party independent managers, and private alternatives.

Bradley Howell is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at LCG Associates, Inc. for seven years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm employs a centralized macroeconomic research process and builds portfolios using liquid strategies, independent managers, and private alternatives while offering ancillary family-office and administrative services.

Bennett Canady is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at RBC Capital Markets and Fidelity Investments. His background also includes roles in the wine industry and various short-term engagements in education and technology sectors. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment process centers on macroeconomic research and client-specific policies, offering diversified portfolios that include liquid strategies, independent managers, and private alternatives.