Green Bay Packers quarterback Aaron Rodgers (12) could have used another weapon in the passing game. Colin Mark-Griffin is a Director of Research at IEQ Capital, managing the research team and focusing on ongoing due diligence as well as the pipeline of new investments. Sam Shephard is a Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for nine years. 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). you who suit your needs. 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Mr. Harrison also sits on the Investment Committee at IEQ … Holiday travel is about seeing family and fiends, and with the right ideas this can be done safely even this year. In 2008, Mr. Harrison co-founded Luminous Capital, an independent Registered Investment Advisory firm. Ms. Peterson has over 15 years of experience in the financial services industry. Peter Princi has only had two employers since his days studying business finance and pitching at Wake Forest University, the New York Mets and Morgan Stanley. He is also a supporter and active volunteer with the Boys & Girls Clubs of the Peninsula (BGCP). Active in the community, Mr. Skinner serves on the Board of Directors for The First Tee of Monterey County, the Board of Directors of the Pebble Beach Company Foundation, and the Board of Directors of the University of Connecticut (“UCONN”) Foundation, where he also serves on the investment committee. advisors. Harrison holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Alabama, Arkansas, California, Colorado, Connecticut, Delaware, Hawaii, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Montana, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. Louise Lane’s first foray into financial services came well before she was old enough to drive a car. He also serves on the Investment Committee of IEQ Capital. Eric Harrison. 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. Preceding Ms. Dietze's experience as an entrepreneur and investing in entrepreneurs, she spent several years working in Russia and Central Europe as an Investment Officer at the International Finance Corporation, the private investment arm of the World Bank. Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic Bank in 2012. When Michael J. Valdes tells people in transplant-heavy Tampa Bay that he has lived there all his life, he gets what he calls a “different look.”. All Rights Reserved. https://www.barrons.com/articles/barrons-top-advisors-methodology-1534541819, https://www.forbes.com/sites/rjshook/2019/09/10/methodology-americas-top-wealth-advisors-2019/#2bfb39985440. Mr. Price lives in San Francisco with his wife and two daughters. San Francisco Bay Area. registered with the U.S. Securities and Exchange Commission as an investment adviser. Their career trajectory has included roles at Luminous Capital, LLC, First Republic Securities Company, LLC, First Republic Investment Management, Inc and Ieq Capital, LLC. He currently resides in Redwood City, California with his wife. Mr. Harrison has been named a "Best-in-State Wealth Advisor" by Forbes. Ms. Peterson started her career at Deloitte & Touche LLP, where she focused on financial services and asset management assurance services. Through clear communication and full transparency, we're dedicated to providing you with an exceptional client experience. / The content of this website is for general, informational purposes. Mr. Price began his career working with high net worth families at Morgan Stanley. Michael Lieberman is the CTO, CCO, and a Partner at IEQ Capital, where he is responsible for managing all aspects of risk and technology. We are investors, not just advisers. For more information: www.SHOOKresearch.com. As a Navy Explosive Ordnance Disposal (Special Operations) Officer, Daniel deployed twice in two major campaigns, leading teams called upon to defuse IEDs, dive in search of underwater explosives, and dismantle chemical weapons. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. $10M. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Eric Harrison is a financial advisor operating in San Mateo, California, who has 11 years of financial industry experience. Our matching tool simplifies the process of finding a financial advisor. He also serves on the Investment Committee of IEQ Capital. He also serves on the Investment Committee of IEQ Capital. Click here to get matched with an advisor today. After earning his Certified Public Accountant designation (currently inactive) and spending 3 years at Windes & McClaughry, he joined the institutional asset management team at Pacific Life where he was responsible for making buy/sell recommendations on the underlying credit investments of the broader investment portfolio. Mr. Giglia began his career in Public Accounting working in the Audit and Advisory practice at Windes & McClaughry. Titled “Harrison: Football Turf is integral to Canada 2015” the interview stuck to the party line that Canada has such severe weather conditions that artificial turf is the only choice. Eric Harrison. In 2008, Mr. Skinner co-founded Luminous Capital, an independent Registered Investment Advisory firm. Mr. Price holds the Chartered Financial Analyst designation. These factors create a mutual incentive to provide investment opportunities tailored to your specific needs. Mr. Linford is a Federal Aviation Administration certified Private Pilot. In addition, Barron's named him one of “America’s Top 100 Financial Advisors” in 2018 and 2019, and as one of "America's Top 100 Independent Wealth Advisors" in 2014, 2016 and 2018. All Rights Reserved. Frank McFarland is a Founding Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for more than two decades. Additionally, Mr. Harrison serves on the advisory board for FPA Core Plus Fund IV; serves on the advisory board for Fortress Lending Fund; serves on the advisory board for Francisco Partners Credit Partners; serves on the advisory board for CBRE Wood Partners 4; and serves on the advisory board for CBRE Development Partners 5; and serves on the advisory board for Blackstone Strategic Partners Real Estate VII, L.P.. Mr. Harrison holds a Bachelor of Science from the University of Colorado and MBA from the UCLA Anderson School of Management. Mr. Nelson received his Bachelor of Science in Engineering from Worcester Polytechnic Institute. All Rights Reserved. Barron's advisor rankings formula utilizes three major categories of calculations: (1) Assets (2) Revenue and (3) Quality of practice. This content was compiled from the SEC and 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. The provision of this information does not constitute the rendering of investment, consulting, legal, accounting, tax, or other advice or services. He was a founder and partner of Redpoint Ventures, and a general partner with Brentwood Venture Capital, a firm he joined in 1981. She is the Chief Investment Officer in the Investment Office of Brown University. Garret Giglia is a Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for 15 years.
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