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Cameron C

Series 66

San Francisco, CA

IEQ Capital, LLC

Cameron Connolly is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and EPIQ Capital Group, LLC. 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 includes independent manager research and access to alternative investments, managing approximately $35.4 billion in assets.

Private / alternative investments 10b5-1 plan design Family Business Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
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Austin C

CFP®, Series 66

San Francisco, CA

IEQ Capital, LLC

Austin Chau is a CFP® with five years of experience in financial advising. He currently works at IEQ Capital, LLC and has previously been associated with firms including EPIQ Capital Group, LPL Financial, Menlo Asset Management, and Morgan Stanley. 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 incorporates independent managers and alternative investments, serving clients with net worth generally at or above $10 million.

Private / alternative investments 10b5-1 plan design Family Business Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
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Cyrrus W

Series 65

San Francisco, CA

IEQ Capital, LLC

Cyrrus Wyant Fassihi is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at EPIQ Capital Group, LLC. Fassihi’s background also includes roles at the University of Oregon and Hearthstone Assisted Living. 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 approach is based on centralized macroeconomic research and tailored Investment Policy Statements, utilizing a combination of liquid strategies, third-party Independent Managers, and private alternative investments.

Private / alternative investments 10b5-1 plan design Family Business Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
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