Aidan Schifano 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 held positions at Wellington Management and Harvard Medical, and has experience working in tutoring and club environments. 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’s investment approach integrates centralized macro and manager research with access to alternative investments and specialized capabilities such as digital asset exposure and PPLI sub-advisory services.

Simon Zhang is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. Prior to joining IEQ Capital in 2025, he worked at Morgan Stanley Smith Barney LLC from 2022 to 2025. He also has experience in academia, having worked at Duke University, Babson College, and The Webb Schools. 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 investment process that integrates macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Joshua Perlmutter is a financial advisor at IEQ Capital, LLC with a Series 65 credential and three years of industry experience. Prior to joining IEQ Capital in 2022, he worked at Raymond James and has held roles at The Ritz-Carlton Hotel Company, University of California Santa Barbara, and other organizations. 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 combines centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Gustavo Pires De Oliveira Dias is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Qualcomm Ventures, Kellogg School of Management, Portola Partners Group LLC, and Brownson, Rehmus & Foxworth. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm emphasizes a macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and digital asset exposure through Fidelity Digital Asset Services.

Jaclyn Wittbrodt is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Bel Air Investment Advisors and Ernst & Young. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and nonprofit organizations, offering both discretionary SMA management and ancillary family-office services. The firm’s investment process incorporates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternative investments.

Jonathan Ellinger is a financial advisor at IEQ Capital, LLC in Los Angeles, CA. He holds a Series 65 designation and has been in the financial industry since 2025, with previous experience at Standish Management and roles outside finance including at Fremont Brewing and North Face. He worked for six years at Glendale Country Club prior to his entry into financial advisory. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm employs a macroeconomic research-driven process with customized investment policy statements and offers access to a range of liquid, third-party, and private investment strategies.

Connor Buckle is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining IEQ Capital, he worked at Lincoln International and Ernst and Young. 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 includes centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

Ryder Haupt is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Cambridge Associates and Elevate Financial Partners, as well as multiple engagements at the University of Michigan. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a combination of macro and manager research with access to alternative investments through platforms like iCapital.

Sophia Stoehr is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Arixa Capital, Bellwether Asset Management, and Lincoln Property Company, as well as time spent at the University of Southern California. IEQ Capital provides 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 alternative investments through an extensive private-investment platform.

Lauren Garner is a financial advisor at IEQ Capital, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and has prior work history at Mozaic LLC, Pritzker Group (Sheridan Place), and Perella Weinberg Partners. 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 involves centralized macroeconomic research and client-specific Investment Policy Statements, using a mix of liquid strategies, third-party independent managers, and private alternative investments.

Heather Kwong is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Burnham Gibson Wealth Advisors and Equitable Advisors, with additional experience at the University of California, Irvine. 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 is driven by centralized macroeconomic research and includes multi-phase due diligence, with a focus on clients typically having net worths of $10 million or more.

Qiqi Zhang is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 66 designation and has worked at UBS and Willis Towers Watson. Outside of finance, she is a yoga instructor in Los Angeles. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and alternative investments through a large integrated private-investment platform.

Jorge Tirado Arias is a financial advisor at IEQ Capital, LLC, holding a Series 65 designation. He has professional experience at HSBC Private Bank and VectorGlobal WMG, and he completed his education at the University of Southern California. 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 approach combined with access to liquid and private alternative investments.

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.

Grant Shaw is a financial advisor at IEQ Capital, LLC with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining IEQ Capital in 2024, he held positions at Goldman Sachs and Deloitte. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutions, focusing on separately managed accounts and family-office services. The firm employs a centralized investment process that includes independent manager research and allocations to both liquid and private alternative investments.