Jeremy Leaver
Portfolio Management @IEQ Capital
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WORK HISTORY
Portfolio Management @IEQ Capital
San Francisco, CA, US
EDUCATION
University of San Francisco
Master of Science - MS, Financial Analysis
Sonoma State University
Bachelor of Science - BS, Business Administration and Management
SKILLS
ABOUT JEREMY LEAVER
Client-facing finance professional with experience managing and growing relationships across UHNW and institutional clients. Primary point of contact for endowment-style portfolios spanning private equity, venture capital, private credit, real assets, and public investments, with a strong focus on client strategy, retention, and long-term partnership development.At IEQ Capital, I work closely with clients and internal stakeholders to align investment and advisory solutions with client objectives—supporting asset allocation, liquidity planning, and portfolio implementation across complex, multi-asset portfolios. I bring a commercial mindset to relationship management by understanding client needs and clearly articulating platform capabilities through actionable, market- and portfolio-driven insights.My background sits at the intersection of investment analysis, client advisory, and execution. I’m most effective when partnering closely with clients and internal teams—leveraging clear communication, disciplined follow-through, and cross-functional coordination to deliver consistent, high-quality outcomes.
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