SAN
FRANCISCO, July 15, 2024 /PRNewswire/ -- IEQ Capital,
an independent wealth management firm and family office overseeing
$25.5 billion in RAUM1, is
pleased to announce its strategic expansion into Nashville, Tennessee, with the appointment of
Managing Director, Michael Thompson.
This expansion to Nashville
further broadens the firm's national footprint and solidifies its
presence in a key Southeastern market.
IEQ Capital Expands to Nashville with Appointment of Managing
Director Michael Thompson
"We are excited to welcome Michael
Thompson to IEQ Capital and to announce our expansion into
Nashville," stated Robert Skinner, Co-Founder and co-CEO of IEQ
Capital. "Michael's deep experience in financial services and his
dedication to his clients align with our firm's values. I believe
his leadership will enhance our ability to deliver tailored
solutions to high-net-worth individuals in the Southeast and
beyond."
Thompson brings nearly two decades of experience in wealth
management, specializing in comprehensive financial planning and
investment advisory services. His appointment underscores IEQ
Capital's commitment to empowering experienced advisors who
prioritize client success through personalized financial
strategies.
IEQ Capital was founded in 2019 as an independent advisory firm
by a team of advisors and entrepreneurs who wanted to take the next
step forward, focusing on clients and investment excellence without
the distractions and limitations of working in a larger
organization. IEQ provides a combination of high-touch wealth
advisory and family office services to high-net-worth clients
throughout the country. Leveraging a broad understanding of asset
classes, deep institutional relationships, and a network that
provides access to exclusive private investment opportunities, IEQ
focuses on sourcing, negotiating, and structuring a range of public
and private investment solutions designed to meet clients'
needs.
- As of 3/31/24; RAUM as of 12/31/2023 as reported in
IEQ Capital's Form ADV filed in March
2024 totaled $23.5bn.
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SOURCE IEQ Capital