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Lauren H
Series 65, Series 66
Cypress, TX
IEQ Capital, LLC
Lauren Hoffman is a Series 65 and Series 66 licensed financial advisor with 12 years of industry experience. She is currently with IEQ Capital, LLC and has prior experience at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, N.A., and Merrill. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, and non-profit organizations. The firm uses a centralized macroeconomic research process and constructs portfolios with liquid strategies, third-party managers, and private alternatives, emphasizing clients with net worths of $10 million or more.
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