San Francisco, CA Lombard St. Office

Matthew Hlavacek is a CFP® and CFA® with four years of industry experience. He currently works at IEQ Capital, LLC and previously held roles at EPIQ Capital Group, LLC and Northern Trust. 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 combines macro and manager research with allocations to liquid and private alternatives, managing approximately $35.4 billion in assets.

Peter Zanino is a financial advisor at IEQ Capital, LLC in San Francisco, CA, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at EPIQ Capital Group, Iconiq Capital, and EY. 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, managing approximately $35.4 billion through a platform that integrates private investments, independent manager research, and specialized offerings such as digital asset exposure and PPLI sub-advisory services.

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.

Chase Phelps is a financial advisor at IEQ Capital, LLC with a Series 65 credential and four years of industry experience. Prior to joining IEQ Capital, he worked at EPIQ Capital Group, LLC and held roles outside of finance at Rockstar Energy and Lariat Lodge Brewing Company. 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 allocations to liquid and private alternative investments through an extensive private-investment platform.

David Abston is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at EPIQ Capital Group, Deloitte, and Blythe Global Advisors. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm’s investment approach is driven by centralized macroeconomic research and client-specific investment policy statements, using a combination of liquid strategies, third-party independent managers, and private alternative investments.

Maxwell Bottene is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets and EPIQ Capital Group, LLC. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm focuses on separately managed accounts and family-office services, combining macro and manager research with access to alternative investments through an integrated private-investment platform.

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.

Ryan Leamy is a financial advisor at IEQ Capital, LLC with five years of industry experience. He previously worked at Epiq Capital Group, LLC for five years and spent four years at the University of Oregon. Ryan holds a Series 65 designation. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, nonprofit organizations, and other entities. The firm’s investment process is driven by centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a combination of liquid strategies, third-party independent managers, and private alternative investments.

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.

Gregory Forbes is a financial advisor at IEQ Capital, LLC in San Francisco, holding a Series 65 designation. He has experience at Citadel and EPIQ Capital Group, LLC, with a total of six years in the industry prior to joining IEQ Capital in 2025. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes a centralized investment process with a focus on alternative investments and offers specialized services including private placement life insurance sub-advisory and digital asset exposure.