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    Alan Zafran

    Co-CEO & Founder at IEQ Capital

    Alan Zafran is a prominent figure in the financial advisory sector, serving as the Co-CEO and Founding Partner of IEQ Capital, a registered investment advisory firm. With nearly three decades of experience, he has specialized in advising wealthy families and institutional investors. Zafran is also a member of the Investment Committee at IEQ Capital, contributing to the firm's strategic decisions regarding investments and client management.

    Career Background

    Zafran began his career at Goldman Sachs in the Private Client Group, where he honed his skills over seven years. He then transitioned to Merrill Lynch, where he played a crucial role in establishing the Private Banking and Investment Group. In 2008, he co-founded Luminous Capital, an independent advisory firm that managed approximately $5.5 billion in assets before being acquired by First Republic Bank in 2012. Following this acquisition, Zafran served as Senior Managing Director and Wealth Manager at First Republic until 2019, when he helped launch IEQ Capital alongside his partners.

    Achievements and Recognition

    Throughout his career, Zafran has received numerous accolades for his work in wealth management. He has been recognized by Forbes as one of "America’s Top Wealth Advisors" and by Barron’s as one of "America’s Top 100 Financial Advisors." Under his leadership, IEQ Capital has also been acknowledged as a top registered investment advisory firm by both Barron’s and Forbes.

    Education and Community Involvement

    Zafran holds a Bachelor of Arts and Science from Stanford University, where he graduated Phi Beta Kappa, and an MBA from Harvard Business School. Beyond his professional endeavors, he is actively involved in various philanthropic efforts. He serves on the boards of several organizations, including the Silicon Valley Community Foundation and Taube Philanthropies, and participates in various investment committees aimed at supporting community initiatives.

    Overall, Alan Zafran's extensive experience and commitment to both his clients and community make him a significant leader in the financial advisory landscape.

    Highlights

    Alan Zafran
    Aug 27 · ieqcapital.com
    Press - IEQ Capital
    Jul 31 · youtube.com
    Alan Zafran of IEQ Capital spoke to Courtney McQuade - YouTube
    Alan Zafran of IEQ Capital spoke to Courtney McQuade - YouTube
    Jun 28 · Bloomberg
    Bloomberg Businessweek: Debate Recap - Bloomberg
    Bloomberg Businessweek: Debate Recap - Bloomberg
    Dec 20 · Bloomberg
    Bloomberg Businessweek: Micron Technology Earnings - Bloomberg
    Bloomberg Businessweek: Micron Technology Earnings - Bloomberg
    Jun 15 · advisorhub.com
    Independent Again: The Founding Partners of $18B+ IEQ Capital on ...
    Jan 1 · ieqcapital.com
    Team - IEQ Capital

    Related Questions

    What are some of Alan Zafran's most notable achievements at IEQ Capital?
    How did Alan Zafran's career at Goldman Sachs and Merrill Lynch influence his role at IEQ Capital?
    What is the significance of Alan Zafran's recognition as one of "America's Top Wealth Advisors" by Forbes?
    How did the acquisition of Luminous Capital by First Republic Bank impact Alan Zafran's career?
    What are the main responsibilities of Alan Zafran on the Investment Committee at IEQ Capital?
    Alan Zafran
    Alan Zafran, photo 1
    Alan Zafran, photo 2
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    Location

    Palo Alto, California