Haolun Zhang is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently an advisor at IEQ Capital, LLC, where he has worked since 2025. Prior to joining IEQ Capital, he held positions at Kestra Investment Management, Kestra Investment Services, Edward Jones Investments, and Washington University in St. Louis. Zhang is a limited partner in two investment ventures, including a Texas multi-family residential complex and pre-IPO shares of Databricks, with no active management duties. 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 combines macro and manager research with allocations to liquid and private alternative investments.

Bennett Flynn is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 designation. He joined IEQ Capital in 2026 and has no prior industry experience. His background includes roles with the Idaho Falls Chukars and Rogers Blue Jays, as well as education at the University of Notre Dame and Davidson College. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates macro and manager research with access to alternative investments through an integrated private-investment platform.

Justin Renaudin is a CFA® charterholder with five years of industry experience. He is currently an advisor at IEQ Capital, LLC, where he has worked since 2025. Prior to this, he held roles at EPIQ Capital Group, Thetos Advisors, and SoftBank Investment Advisers. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm employs a research-driven investment process focused on customized Investment Policy Statements and utilizes a mix of liquid strategies, third-party independent managers, and private alternatives.

Nicholas Barbieri Jr. is a financial advisor at IEQ Capital, LLC, holding a Series 65 designation. He has six years of industry experience, including time at Shenkman Capital Management before joining IEQ Capital. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and institutions. The firm uses a centralized macroeconomic research process and constructs portfolios from a blend of liquid strategies, third-party managers, and private alternative investments.

Samuel Crawford is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 designation. He has one year of industry experience, including prior roles at Laird Norton Wetherby, Main Street Research, Bailard Inc., and Rei. 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 process relies on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, independent managers, and private alternative investments.

Neha Mandhani is a financial advisor at IEQ Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining IEQ Capital, she worked at PwC for two years and has four years of experience at UCLA. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm’s investment process is based on macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, independent managers, and private alternatives.

Rick Withers is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with IEQ Capital, LLC and previously worked at Epiq Capital Group, LLC and ICONIQ Capital, LLC. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and non-profit organizations. The firm’s investment approach is based on centralized macroeconomic research and customized Investment Policy Statements, combining liquid strategies, third-party independent managers, and private alternative investments.