William Crocker 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 Franklin Templeton, Bertram Capital, and Olukai. Prior to his advisory roles, he was involved with Camp Longhorn and Barbara Butler Artist Builder. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm focuses on separately managed accounts and employs a centralized investment process that includes independent manager research and allocation to alternative investments.

Rowan Bradlee is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital in 2026, he held positions at Pathstone and Fidelity Investments, and has a background in education with roles at Skidmore College and Belmont Hill School. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment approach is guided by centralized macroeconomic research and involves diversified portfolios with liquid strategies, third-party managers, and private alternative investments.

Kevin Burt is a CFP® and CFA® with 12 years of industry experience. He currently serves as a financial advisor at IEQ Capital, LLC, where he has worked since 2021. His prior experience includes roles at First Republic Investment Management and Professional Traveler. IEQ Capital specializes in portfolio management and investment advisory services for high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm’s investment process is driven by centralized macroeconomic research and uses a combination of liquid strategies, third-party managers, and private alternatives, with a focus on clients typically holding net worths of $10 million or more.

Neha Joseph is a financial advisor with IEQ Capital, LLC, holding a Series 65 designation and starting her advisory career in 2026. She previously worked at Morgan Stanley and UBS Financial Services. Outside of finance, she has experience working at LifeAlive Cafe and spent seven years at Boston University. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment process combines centralized macroeconomic research with client-specific policies and includes both liquid strategies and private alternative investments.

Preston Hwang is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at PricewaterhouseCoopers. 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 investment process that includes alternative investments and specialized capabilities such as PPLI sub-advisory services and digital asset exposure.

Cameron Croteau is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds a Series 65 designation and has worked at IEQ Capital since 2019. Prior to that, he was employed at PricewaterhouseCoopers LLP. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and endowments. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that incorporates independent managers and alternative investments.

Jeffrey Sawin is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. for seven years before joining IEQ Capital in 2022. 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 emphasizes separately managed accounts and integrates alternative investments through a centralized research process and partnerships, managing approximately $35.4 billion in assets.

Alan Zafran is a financial advisor at IEQ Capital, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Outside of his advisory role, he serves on the investment and finance committees of The Castilleja School and holds board positions with several foundations and investment-related entities, including the Silicon Valley Community Foundation and the Taube Family Foundation. 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 combines macro and manager research with access to liquid and private alternative investments, serving clients typically with net worth above $10 million.

Jesse Wood is a financial advisor with IEQ Capital, LLC in Foster City, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Bbr Partners, JPMorgan Chase Bank NA, and T3 Advisors. 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 allocations to liquid and private alternative investments, serving clients with net worth generally at or above $10 million.

Katerina Stern is a CFP® and Series 65 licensed advisor with seven years of industry experience. She has worked at IEQ Capital, LLC since 2021 and previously held roles at West Coast Financial, LLC, Blenders in the Grass, Toyota Financial Services, and the University of California Santa Barbara. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates macroeconomic research with customized Investment Policy Statements and utilizes a mix of liquid investments, third-party managers, and private alternatives.

Warren Mason is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co and JPMorgan Securities LLC. Outside of his advisory role, he is a silent cofounder of Grace & Company, a consumer e-commerce business founded by his wife. 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 macro and manager research process and integrates liquid and private alternative investments through a proprietary platform.

Lloyd Mc Clelland is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Securities Company, First Republic Bank, and Lending Club Corporation. Mc Clelland is based in Foster City, CA. 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 diversified portfolios comprising liquid strategies, third-party independent managers, and private alternative investments.

Kevin Calenzani is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Wells Fargo Securities, Credit Suisse Securities, and Raymond James & Associates, as well as a teaching role at Duke Fuqua School of Business. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, endowments, non-profits, and other entities. The firm’s investment approach relies on centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios that incorporate liquid strategies, third-party Independent Managers, and private alternative investments.

Alexander Webb is a financial advisor at IEQ Capital, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dimensional Fund Advisors, PFI Advisors, and MAI Capital Management. Outside of finance, he operated Brick Street Bar & Grill from 2017 to 2018. 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’s investment approach integrates centralized macroeconomic research with client-specific Investment Policy Statements and utilizes a combination of liquid strategies, third-party managers, and private alternatives.

Scott Gutterman is a financial advisor at IEQ Capital, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at IEQ Capital since 2022, previously working at UBS Financial Services since 2008. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutions. The firm combines centralized macro and manager research with access to liquid and private alternative investments, managing approximately $35.4 billion across separately managed accounts and family-office services.

Reid Schioldager is a financial advisor at IEQ Capital, LLC with a Series 65 credential. He has one year of industry experience and previously worked at BlackRock for two years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and other entities. The firm employs a macroeconomic research-driven investment process, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments, and offers ancillary family-office and administrative services.

Megan Whyte is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. She holds a Series 65 designation and has worked at Fisher Investments since 2002. Megan joined IEQ Capital in 2020. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach includes centralized macro and manager research, use of independent managers, and allocations to liquid and private alternative investments.

Andrea Bott is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley 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 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.

Jeffrey Westsmith is a CFA® charterholder with 19 years of industry experience. He has worked at IEQ Capital, LLC since 2019 and previously held roles at First Republic Investment Management, Inc. and First Republic Securities Company, LLC from 2013 to 2019. 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’s investment approach combines centralized macro and manager research with allocations to liquid and private alternative investments, supported by a platform that manages approximately $35.4 billion in assets.

Ashley Cruz is a financial advisor at IEQ Capital, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Cruz’s background includes roles at several firms, beginning her career at Mortgage Mavens Inc. and the Gnazzo Group before joining IEQ Capital. 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 approach combines centralized macroeconomic research with client-specific Investment Policy Statements and a mix of liquid strategies, third-party independent managers, and private alternative investments.