IEQ Capital

We are delighted to welcome Daniel Lee and Dylan Kremer to the IEQ Capital team. Lee will enhance our existing presence in San Francisco and Los Angeles, and Kremer will expand the firm's presence to Miami. https://lnkd.in/gEjaDV9n

We recently celebrated our five-year anniversary at IEQ Capital. Thank you to our incredible team, clients, and partners for their continued support. We look forward to the years to come! 

We are proud to be certified as a Great Place To Work US for the fourth consecutive year!  Thanks to our incredible team whose passion and dedication make this achievement possible! #ieqcapital #GPTW #greatplacetowork The Great Place to Work® ranking (May 2024) determines its lists using its proprietary For All methodology to evaluate and certify organizations in America’s largest ongoing annual workforce study. To become Certified, companies must survey their employees using GPTW’s flagship assessment, the Trust Index©, and complete a Culture Brief. IEQ pays GPTW a membership fee of $5,200 to participate in the survey. More information can be found here: https://lnkd.in/g7Fh88iG

Alan Zafran, Co-founder and Co-CEO of IEQ Capital, was recently interviewed by Courtney McQuade of Markets Group. Alan later spoke as a panelist at Market Group’s Private Wealth Retreat in Carlsbad, California.  

Michael Henry, CFP®, Senior Director of IEQ Capital, shared his career experience as a guest lecturer at the University of San Diego, where he engaged with graduate students about finance and wealth advisory careers. We love to see IEQ team members inspiring the next generation of wealth advisors.  Thank you to the University of San Diego for hosting us.  

We were delighted to have William McBride, Vice President of Federal Tax Policy at Tax Foundation, join Terence Condren, Senior Wealth Strategist and Managing Director at IEQ Capital, for our latest webinar. The speakers discussed the economic platforms for both primary candidates as they relate to tax reform, including the potential sunset of certain provisions of the 2017 Tax Cuts and Jobs Act (“TCJA”). Thank you to William McBride for speaking to our clients and to Terence Condren for hosting the event.   

We are delighted to welcome Frank Lankford, Jimmy Morris, CFA, and Douglas Poetzsch, CFA to the IEQ Capital team, and we are thrilled to establish our first Southeast office in Atlanta, Georgia to support our client base in the region. https://lnkd.in/gw3gExDZ

We recently attended the University of California, Berkeley career fair, where we connected with bright and ambitious students about their interest in a wealth advisory career. Thank you to the students who stopped by our booth to say hello and learn more about IEQ Capital. 

Congratulations to Jeff Westsmith, Founding Partner, for being recognized by Forbes as a Best-in-State Wealth Advisor. Thank you Forbes for this recognition. #Forbes #ranked The Forbes ranking of Best-in-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here: https://lnkd.in/gZnGua5G The award listed is not an endorsement of any third party to invest with IEQ and is not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing.

Congratulations to Alan Zafran, co-Founder, and co-CEO, for being recognized by Forbes as a Best-in-State Wealth Advisor. Thank you Forbes for this recognition.   #Forbes #ranked The Forbes ranking of Best-in-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here: https://lnkd.in/gZnGua5G The award listed is not an endorsement of any third party to invest with IEQ and is not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing.