IEQ Capital Employee Directory

Financial ServicesUnited States201-500 Employees

IEQ Capital is Registered Investment Advisor, with $41.7B of Collectively Managed RAUM, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. 

* As of 06/30/2025, IEQ Capital, LLC (“IEQ”) manages $41.7 Billion in RAUM. IEQ RAUM as of 12/31/2024 as reported in IEQ Capital's Form ADV filed in May 2025 totaled $35.4 billion.

This  is for general informational purposes only and does not constitute investment, legal, or tax advice. Nothing here should be considered an offer to sell or a solicitation to buy any security or financial product from IEQ or any entity. Content should not be relied on for business, investment, or other decisions. IEQ’s products and services are intended for U.S. residents only and are not offered where unlawful.

Find IEQ Capital employees' phone numbers or email addresses

IEQ Capital Global Highlights

Location
Employees

North America
249

Minus sign iconPlus sign icon
  • United States Of America
    249

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

IEQ Capital's Leadership

  • Stylized image of a person
    R. S.
    Managing Partner, Founder
    Phone icon
  • Stylized image of a person
    A. P.
    Senior Director, Deputy Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    I. L.
    Partner
    Phone icon
  • Stylized image of a person
    J. W.
    Partner
    Phone icon
  • Stylized image of a person
    L. K.
    General Counsel & Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    M. W.
    Partner, Chief Client Officer
    Phone icon
  • Stylized image of a person
    C. F.
    Senior Director, Vp Of Finance
    Phone icon
  • Stylized image of a person
    D. K.
    Managing Director
    Phone icon

Contact profiles from IEQ Capital

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. N.
    Director Of Business Development
    Phone icon
    UNITED STATES
    Jun 25, 2025
  • Stylized image of a person
    M. H.
    Director
    Phone icon
    United StatesTexas
    May 02, 2025
  • Stylized image of a person
    S. S.
    Managing Director
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    W. E.
    Associate Director
    Phone icon
    Feb 20, 2024
  • Stylized image of a person
    I. K.
    Senior Associate
    Phone icon
    Bay
    Oct 23, 2025
  • Stylized image of a person
    M. H.
    Senior Associate
    Phone icon
    Bay
    Nov 12, 2025
  • Stylized image of a person
    S. F.
    Senior Associate
    Phone icon
    Bay
    Sep 08, 2025
  • Stylized image of a person
    K. L.
    Senior Associate
    Phone icon
    Bay
    May 27, 2025
  • Stylized image of a person
    S. B.
    Senior Registered Client Service Associate
    Phone icon
    United StatesMassachusetts
    Oct 28, 2025
  • Stylized image of a person
    L. B.
    Associate
    Phone icon
    United StatesMassachusetts
    Jul 19, 2025

Frequently Asked Questions

What is IEQ Capital known for?

Minus sign iconPlus sign icon
IEQ Capital was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 525 Market St, 11th Floor San Francisco, California 94105, US. Explore IEQ Capital's company overview page for more information.

What is IEQ Capital's most common email format?

Minus sign iconPlus sign icon
IEQ Capital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more IEQ Capital email formats with LeadIQ.

How many employees does IEQ Capital have currently?

Minus sign iconPlus sign icon
IEQ Capital has approximately 240 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are IEQ Capital's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2025, IEQ Capital's key employees include:

  • Managing Partner, Founder: R. S.
  • Senior Director, Deputy Chief Compliance Officer: A. P.
  • Partner: I. L.
  • Partner: J. W.
  • General Counsel & Chief Compliance Officer: L. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.