Haolun Zhang is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at IEQ Capital, LLC since 2025. Prior to joining IEQ Capital, Zhang worked at Kestra Investment Management, LLC and Kestra Investment Services, LLC from 2022 to 2025, and Edward Jones Investments from 2017 to 2022. Zhang is a limited partner in investment ventures including a Texas multi-family residential complex and pre-IPO shares of Databricks. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment process integrates centralized macroeconomic research with client-specific Investment Policy Statements, offering diversified portfolios that include liquid strategies, third-party managers, 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.

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.