1
Total investments
0
Early stage
0
Mid stage
0
Late stage
2y
Years active
Experience ยท 3 entries
All (3)
Investments (1)
2024
2023
Associate Director, Growth
Dec 2023
IEQ Capital is Registered Investment Advisor, with $45.9B of Collectively Managed RAUM, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
*As of 09/30/2025, IEQ Capital, LLC (โIEQโ) manages $45.9 Billion in RAUM. IEQ RAUM as of 12/31/2024 as reported in IEQ Capitals Form ADV filed in May 2025 totaled $35.4 billion.
This is for general informational purposes only and does not constitute investment, legal, or tax advice. Nothing here should be considered an offer to sell or a solicitation to buy any security or financial product from IEQ or any entity. Content should not be relied on for business, investment, or other decisions. IEQโs products and services are intended for U.S. residents only and are not offered where unlawful.
2020
Lead Associate, Real Estate Finance
2020
First Republic is now part of JPMorgan Chase.
Our commitment to provide extraordinary client service has not changed. Our mission continues to be understanding your individual needs and responding with personalized solutions. Our service model is now backed by the strength and stability of JPMorgan Chase, an institution that has been a leader in financial services for more than 200 years.
Website: www.firstrepublic.com
See full social media terms and conditions at chase.com/socialterms.
