Jeremy Wenner

Jeremy Wenner is a Managing Director at IEQ Capital, a registered investment advisory firm based in San Francisco.12 He recently joined IEQ Capital in May 2023, moving from First Republic Bank where he was part of a high-performing team.13

Key points about Jeremy Wenner:

1. Career History:

   • Currently: Managing Director at IEQ Capital (joined in May 2023)12
   • Previously: First Republic Bank (joined in May 2018)1
   • Earlier: Jefferies Private Wealth Management1
   • Started career: Banc of America Securities in 19991

2. Industry Experience:

   • 24 years of experience in the wealth management and capital markets industries13

3. Team Performance:

   • At First Republic, Wenner co-led a team with Adam Beard that managed $1.5 billion in assets and generated $6.8 million in revenue1
   • Previously at Jefferies, the team managed $500 million in assets with $3.5 million in revenue1

4. Recent Move:

   • Joined IEQ Capital along with his team, including co-lead Adam Beard and five support staff13
   • The move came after First Republic's acquisition by J.P. Morgan Chase1

5. Education:

   • Attended University of California, Berkeley - Walter A. Haas School of Business2

6. Professional Network:

   • Has over 500 connections on LinkedIn2

Jeremy Wenner's move to IEQ Capital represents a significant addition to the firm, which was founded by former First Republic brokers and manages $18.5 billion in client assets.1 His extensive experience and successful track record in wealth management make him a valuable asset to IEQ Capital's leadership team.