IEQ Capital, LLC

Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining IEQ Capital in 2019, he worked at First Republic Securities Company and First Republic Investment Management from 2015 to 2019. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm’s investment approach includes centralized macro and manager research, use of independent managers, and allocation to liquid and private alternative investments.

Matthew Hlavacek is a CFP® and CFA® with four years of industry experience. He currently works at IEQ Capital, LLC and previously held roles at EPIQ Capital Group, LLC and Northern Trust. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach combines macro and manager research with allocations to liquid and private alternatives, managing approximately $35.4 billion in assets.

Georgia Scott is a financial advisor at IEQ Capital, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Blueprint Equity LLC, Q Advisors LLC, and held various roles outside the financial sector, including positions related to Ireland Lacrosse and educational institutions. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm employs a centralized investment process that includes independent manager selection and access to alternative investments, managing approximately $35.4 billion in assets.

Ian Linford is a financial advisor at IEQ Capital, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at FIRST REPUBLIC Securities Company, LLC for six years before joining IEQ Capital in 2019. Linford serves on the investment committees of the Elizabeth F. Gamble Garden and the International School of the Peninsula, both nonprofit organizations where he helps define investment objectives. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and endowments. The firm employs a centralized investment process that incorporates independent manager research, alternative investments, and specialized services such as PPLI sub-advisory and digital asset exposure, managing approximately $35.4 billion in assets.

Aidan Schifano is a financial advisor at IEQ Capital, LLC, with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, he held positions at Wellington Management and Harvard Medical, and has experience working in tutoring and club environments. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates centralized macro and manager research with access to alternative investments and specialized capabilities such as digital asset exposure and PPLI sub-advisory services.

Alexander Jack is a Series 65-licensed financial advisor at IEQ Capital, LLC with eight years of industry experience. He previously worked at First Republic Investment Management, Inc. from 2016 to 2019 before joining IEQ Capital in 2019. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, and private funds. The firm’s investment approach includes centralized macro and manager research, use of independent managers, and allocation to liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

Samantha Lee is a CFA® charterholder with eight years of experience in the financial industry. She has been with IEQ Capital, LLC since 2018 and previously worked at First Republic Bank and the University of California, Berkeley. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm emphasizes separately managed accounts and alternative investments through a centralized investment process supported by extensive manager research.

Anna Battle is a financial advisor at IEQ Capital, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs and Silver Lake Partners. Outside of her advisory role, she is co-owner of 734Barre, a fitness organization, and teaches fitness classes part-time at Pure Barre. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a comprehensive investment approach that includes independent manager research and access to both liquid and private alternative investments.

Michael Fenner is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently an advisor at IEQ Capital, LLC, where he has worked since 2025. His prior experience includes roles at Neuberger Berman, Fisher Investments, and Northern Trust. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a centralized investment process that incorporates independent manager research and access to liquid and private alternative investments through platforms like iCapital.

Vianne Schein is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has previously worked at RBC Capital Markets, Mariner Wealth Advisors, and Berkadia Commercial Mortgage. Schein is also employed by JPMorgan Bank, enabling her to offer certain deposit and credit products alongside her advisory services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity futures registrations.

Benjamin Allen is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation. He has one year of industry experience, including prior roles at Farther Finance and various positions at the University of Georgia. Outside of finance, he has experience working at The Westminster Summer Camp. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates macro and manager research with access to alternative investments and specialized services such as private placement life insurance sub-advisory and digital asset exposure.

Jack Burns is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Aspen Grove Capital, LLC, EPIQ Capital Group, LLC, J.P. Morgan Private Bank, and First Analysis Securities Corporation. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm integrates centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Daniel Hill is a financial advisor at IEQ Capital, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Goldman Sachs and Fleet-Foot Sports prior to joining IEQ Capital in 2019. Daniel also has a background connected to Pomona College from 2015 to 2019. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm combines centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion across separately managed accounts and family-office services.

Kyle Wills is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at IEQ Capital since 2022. His prior experience includes roles at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC from 2020 to 2022, as well as several positions with North Star Resource Group and affiliated firms between 2017 and 2020. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a centralized macro and manager research process, utilizing independent managers and a mix of liquid and private alternative investments, serving clients generally with net worth at or above $10 million.

Yassin Ashour is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years before joining IEQ Capital in 2021. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm’s investment approach combines centralized macro and manager research with allocations to both liquid and private alternative investments, serving clients with net worth generally at or above $10 million.