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He also serves on the Investment Committee of IEQ Capital. After seven years at Goldman Sachs, Mr. Zafran and his entire team joined Merrill Lynch, where he helped to build the Private Banking and Investment Group. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. View Eric Harrison’s professional profile on Relationship Science, the database of decision makers. Mr. Zafran also sits on the Investment Committee at IEQ Capital. These factors create a mutual incentive to provide investment opportunities tailored to your specific needs. She lives in Redwood City with her husband and daughter. She has nearly two decades of experience delivering and overseeing high touch, personalized service for wealthy families in the United States, the UK and Europe. Ieq Capital, LLC offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Prior to joining IEQ Capital, she served as the Vice President of Finance at GI Partners, a private investment firm with over $14 billion in AUM across private equity and real estate strategies. Mr. Westsmith began his career working with high net worth families at Fidelity Investments. Prior to Brown, she was the Director of Private Equity at Bowdoin College. Ian Linford is a Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for nine years. The New England Patriots made a move within the AFC East prior to Tuesday's NFL trade deadline, acquiring receiver Isaiah Ford from the Miami Dolphins. A handful of familiar states are poised to decide what has been one of the most unprecedented elections in modern history. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Eric Harrison is a Founding Partner and Co-CEO of IEQ Capital, has served as a financial adviser to wealthy families and institutional investors for over a decade, and has been a principal investor for over 20 years. Mr. Harrison also sits on the Investment Committee at IEQ Capital. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Mr. Shephard is an active supporter of the GO Campaign in Los Angeles, where he currently resides. Forbes-ranked advisors, developed by SHOOK Research, is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. © 2020 Forbes Media LLC. Mr. Giglia holds the Chartered Financial Analyst (CFA) designation. Tampa/St. Eric Harrison is a financial advisor operating in San Mateo, California, who has 11 years of financial industry experience. Mr. Briger received a B.A. IEQ Capital has 27 employees thus far, according to employees' LinkedIn profiles, and Evoke Wealth has 20 employees, 10 of whom work in advisory roles, according to its Form ADV, filed with the SEC. At First Republic Bank, Mr. Zafran served as Senior Managing Director and Wealth Manager. Mr. Nelson received his Bachelor of Science in Engineering from Worcester Polytechnic Institute. Through clear communication and full transparency, we're dedicated to providing you with an exceptional client experience. Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic Bank in 2012. Mr. Linford holds a Bachelor of Arts degree in Economics from Stanford University. Alan Zafran is a Founding Partner and Co-CEO of IEQ Capital and has served as a financial adviser to wealthy families and institutional investors for nearly three decades. Chief Executive Officer, Promethean Shield. Mr. Harrison is active in his community and has served on over 15 corporate boards including his roles as a member on the Board of Directors of four non-profit organizations: South Central Scholars, Woodside Priory, Girls’ Middle School, and Silicon Valley Urban Debate League (SVUDL). Eric Harrison on the 2020 Forbes Best-In-State Wealth Advisors. from Princeton University and an M.B.A. from the Wharton School of Business. $10M. Before joining Fortress, Ms. Dietze was a General Partner in venture capital funds, NextPoint Partners, an early-stage, technology focused fund, and Columba Capital Corporation, an IT and communications focused private equity fund, where she was a member of the Investment Committees and held board roles in over a dozen companies. Chief financial Officer of IEQ Capital, he served as CEO and Portfolio Manager and of! Campaign in Los Angeles their own review prior to investing the Silicon International. Physics from Harvard Business School Duke University Zafran has been named one of `` America 's Top RIA Firms ``! The right ideas this can be found here: https: //www.forbes.com/sites/rjshook/2019/09/10/methodology-americas-top-wealth-advisors-2019/ # eric harrison ieq in Redwood City with wife. 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