John Micek
Senior Managing Director focused on Trust, Estate Planning, and Wealth Management
- Role
- Senior Managing Director at IEQ Capital
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About John Micek
With over two years at IEQ Capital and extensive experience in wealth management, I am passionate about integrating intellectual and emotional insights to deliver tailored financial strategies. As Managing Director, I thrive in fostering collaboration and maintaining a values-oriented approach to help clients achieve their financial aspirations. My expertise in trust and estate planning, family office resources, and wealth management services aligns with IEQ Capital\'s mission to prioritize client interests and deliver exceptional investment outcomes. At IEQ Capital, I contribute to crafting personalized wealth strategies, leveraging my deep knowledge of trust and estate planning to address complex client needs. Prior to this, I supported operations, investor relations, and capital fundraising as a Senior Advisor at ASC Advisors LLC, where I worked with clients on high-impact financial initiatives. My approach emphasizes building strong client connections and creating strategies that reflect their unique goals.
Experience
Senior Managing Director
Jan 2026 — Present · Carmel, CA, US
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients\' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Finance
1997 — 2001
Skills
- Fund of Funds
- Alternative Investments
- Hedge Funds
- Investment Banking
- Asset Allocation
- Investor Relations
- Equities
- Investments
- Business Development
- Asset Managment
- Prime Brokerage
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