IEQ CAPITAL, LLC of FOSTER CITY, CA is an SEC-registered investment adviser (CRD 301819). Regulatory assets under management: $56.8B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Eric Scott Harrison | MANAGING PARTNER | Los Angeles, CA |
| Robert John Skinner | MANAGING MEMBER; MANAGING PARTNER | Los Angeles, CA |
| Dean Isaac Horwitz | CHIEF OPERATIONS OFFICER | — |
| Alan Zafran | MANAGING PARTNER | — |
| Bethany Jane Peterson | CHIEF FINANCIAL OFFICER | — |
| Lior Keshet | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | Los Angeles, CA |
| Megan Jane Whyte | EXECUTIVE TEAM MEMBER | — |
| Jeffrey S Westsmith | EXECUTIVE TEAM MEMBER | — |
| Christopher Steven Jackson | EXECUTIVE TEAM MEMBER | — |
| Chad Louis Boeding | MANAGING PARTNER | — |
| ZAFRAN ALAN | CO-CEO; CO - PRESIDENT & MANAGING MEMBER; MANAGING PARTNER | — |
| SKINNER ROBERT JOHN | CO-CEO; CO - PRESIDENT & MANAGING MEMBER; MANAGING MEMBER (+1 more) | — |
| HARRISON ROBERT SCOTT | CO-CEO; CO - PRESIDENT & MANAGING MEMBER; MANAGING PARTNER | — |
| BOEDING CHAD LOUIS | MANAGING PARTNER | — |
| KOSOVSKI LIOR | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | — |
| LIEBERMAN MICHAEL ALEXANDER | CHIEF COMPLIANCE OFFICER & CHIEF TECHNOLOGY OFFICER | — |
| HORWITZ DEAN ISAAC | CHIEF OPERATIONS OFFICER | — |
| PETERSON BETHANY JANE | CHIEF FINANCIAL OFFICER | — |
| SALMONSEN RYAN PARKER | CHIEF COMPLIANCE OFFICER & MANAGING PARTNER | — |
| WHYTE MEGAN JANE | EXECUTIVE TEAM MEMBER | — |
| WESTSMITH JEFFREY S | EXECUTIVE TEAM MEMBER | — |
| KESHET LIOR | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2016-08-25 | regulatory | ON AUGUST 25, 2016 THE STATE OF CALIFORNIA DEPARTMENT OF INSURANCE (THE "DEPARTMENT") ISSUED A STATEMENT OF ISSUES ALLEGING THAT ANDREW VENTURI ("VENTURI") FAILED TO DISCLOSE 2007 AND 2008 MISDEMEANOR CONVICTIONS ON AN APPLICATION WITH THE DEPARTMENT FOR A UNRESTRICTED LICENSE TO ACT AS AN ACCIDENT… | Final | — |