Reed Bailey is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 66 designation and bringing five years of industry experience. His prior roles include six years at Morgan Stanley Smith Barney LLC and positions at Wellmark Blue Cross Blue Shield, HDH Advisors, LLC, Tarbell & Co., PLC, and Drake University. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profits. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and uses a mix of liquid strategies, independent managers, and private alternative investments.

John Hamlin is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with three years of industry experience. His prior roles include positions at EPIQ Capital Group, LLC and Columbia Capital, as well as work at the University of Virginia. 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, with portfolios constructed from a mix of liquid strategies, third-party independent managers, and private alternative investments.

Henry Woodruff is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with 10 years of industry experience. His prior roles include positions at EPIQ Capital Group and Iconiq Capital. 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, utilizing a centralized investment process that incorporates independent managers and alternative investments across liquid and private markets.

William Dugan is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with nine years of industry experience. His prior work includes roles at EPIQ Capital Group and Iconiq Capital. 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 uses a centralized macroeconomic research-driven investment process and offers discretionary SMA management alongside family-office and administrative services, with a focus on clients typically having net worths of $10 million or more.

Drew Norman is a CFP® and holds a Series 66 license. He is currently a financial advisor at IEQ Capital, LLC with seven years of industry experience. Prior to joining IEQ Capital, he worked at EPIQ Capital Group, UBS Financial Services, Frost Investment Services, Frost Brokerage Services, Bbva Compass, and the University of Mississippi. IEQ Capital, LLC provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, and other entities. The firm’s investment approach includes centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios composed of liquid strategies, independent managers, and private alternatives.

Melanie Rahilly is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at EPIQ Capital Group, LLC, Cornerstone, WelK Resort Group, Inc., and European Wax Center. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes separately managed accounts and family-office services, employing a centralized investment process that includes access to liquid and private alternative investments through platforms like iCapital.

Katherine Tallett is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 designation and has worked previously at EPIQ Capital Group, Fisher Investments, Vision Financial Group, and has been involved with organizations such as the Toilet Board Coalition and the World Food Prize Foundation. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment process involves centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party 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.

Jennifer O'neal is a Series 65 licensed financial advisor at IEQ Capital, LLC with two years of industry experience. She has held prior roles at EPIQ Capital Group, Anchor Capital GP, MKJO Capital Consulting, S. Brown Capital, and Halo Home. 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 employs a centralized macro and manager research process and integrates alternative investments through an iCapital platform, managing approximately $35.4 billion in assets.

Christopher Holmes is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with three years of industry experience. His prior roles include positions at EPIQ Capital Group, Tobacco Gallery, Barrow Hanley Global Investors, and Southern Methodist University. 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 combines macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.