Croteau

Director at IEQ Capital

Role: Director at IEQ Capital
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Director
IEQ Capital
Jan 2024 — Present · Los Angeles, CA, US

Skills

Powerpoint
Social Networking
Microsoft Excel
Presentations
Time Management
Teamwork
Microsoft Word
Microsoft Office
Leadership

Contact information

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Work email
c•••••••@ieqcapital.com
Personal email
•••••@•••••.com
Direct dial
+14•••••••98

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Current company

IEQ Capital

Financial Services · 369 employees · Founded 2019 · San Francisco, California, United States

IEQ Capital is an independent Registered Investment Advisor and modern family office delivering rigorous investment management alongside comprehensive wealth architecture. We combine institutional-quality investment solutions with integrated tax coordination, estate planning support, and multi-generational wealth planning to help clients navigate financial complexity with confidence. Built on decades of expertise and a fully independent structure, our team delivers tailored solutions designed around the unique needs of entrepreneurs, founders, executives, family offices, and multi-generational families. Our values-oriented culture emphasizes deep relationships, thoughtful advice, and long-term partnership.

ieqcapital.com

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