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Mindy Diamond: IEQ Capital s Co-CEOs on the Luminous Leap

Alan Zafran and Eric Harrison, co-CEOs at IEQ Capital, discuss making two leaps to independence from Merrill to Luminous then First Republic to IEQ.

Robert skinnerLouis diamondEric harrisonAlan zafranFirst republic bankFirst republic

IEQ Capital Strengthens its Family Office with Strategic Hire

/PRNewswire/ IEQ Capital, an independent wealth management firm with over $20 billion in AUM1, is proud to announce the expansion of its Family Office team.

United statesTerence terry condrenAlan zafranChristie olssonWells fargo private bankFamily officeFirst republic bankCapital family officeManaging directorSenior wealthSan francisco bay areaIeq capital

Bi-Coastal Advisor Team Joins IEQ Capital in San Francisco and Boston

/PRNewswire/ IEQ Capital, an independent wealth management firm with over $20B in AUM1, is pleased to announce the addition of wealth advisors Jeremy Wenner.

United statesJeremy wennerRob skinnerJonathan barnesAlan zafranDan flemingEric harrisonCollin sappEast coastManaging directorSan francisco bay areaFounder alanStephen griffithsSanhita bhattacharyaAssociate directorSan francisco bay

IEQ Capital Welcomes Stone Point Capital as Strategic Partner

/PRNewswire/ IEQ Capital, LLC ("IEQ"), a leading independent wealth management firm and alternative investment solutions provider in the U.S. with over.

Alan zafranJim careyPaul hastingsSidley austinStone point capitalFounder alanStone pointManaging directorArdea partnersLuminous capitalInvestment advisoryIeq capital

Stone Point Invests in IEQ Capital

Founded in 2019, IEQ offers clients a combination of wealth advisory and family office services.

Alan zafranPaul hastingsSidley austinStone point capitalStone point

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