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.
Source: wealthmanagement.com
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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...
Source: prnewswire.com
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...
Source: prnewswire.com
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...
Source: prnewswire.com
Stone Point Invests in IEQ Capital
Founded in 2019, IEQ offers clients a combination of wealth advisory and family office services.
Source: themiddlemarket.com