SAN FRANCISCO, July 21, 2025 /PRNewswire/ -- IEQ Capital ("IEQ"), an independent advisory firm managing approximately $41.7 billion in regulatory assets under management (RAUM)* and ranked among America's Top RIAs by Forbes and Barron's**, is proud to announce that Lauren Garner has joined the firm as a Managing Director. Based in Los Angeles, Ms. Garner will serve ultra-high-net-worth individuals and families, providing holistic guidance across investments, estate strategy, and long-term planning.

With more than two decades of experience, Lauren brings a deep and multi-faceted perspective to wealth management, shaped by roles across public and private markets, direct investing, and manager selection. Most recently, she served as Chief Investment Officer of Mozaic, LLC, a $4 billion multi-family office, where she led a team overseeing client portfolios and investment research. Her approach is grounded in endowment-style asset allocation and integrates tax efficiency and generational planning considerations for families.

"We are proud to welcome Lauren to IEQ Capital," said Frank McFarland, Founding Partner. "Her experience as both a direct investor and allocator across asset classes aligns strongly with our platform and client philosophy. Lauren's leadership and perspective will be a tremendous asset as we continue to deepen our presence in Southern California."

Prior to Mozaic, Ms. Garner held senior roles at Pritzker Group and Perella Weinberg Partners Agility, advising family office and endowment and foundation clients on asset allocation and investment selection. Earlier in her career, she worked at GoldenTree Asset Management and Tudor Investment Corporation, managing strategies across hedge funds, credit, and private capital, and at Morgan Stanley in investment banking. Her experience spans portfolio construction, investment diligence, and managing a wide range of family office needs, with a consistent focus on long-term risk-adjusted outcomes.

About IEQ Capital

IEQ Capital was founded in 2019 by a team of advisors and entrepreneurs dedicated to delivering independent, sophisticated advisory services to high-net-worth individuals and families. IEQ combines institutional access with personalized planning to support long-term wealth creation. The firm provides tailored investment strategies across public and private markets, estate and tax planning support, and family office services for those who qualify nationwide.

Important Disclosures

This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment product. References to investment experience and access do not guarantee future results or performance. Past performance is not indicative of future results, and all investments involve risk, including the potential loss of principal.

IEQ Capital, LLC is an SEC-registered investment adviser; registration does not imply a certain level of skill or training.

*As of 06/30/2025, IEQ Capital, LLC ("IEQ") manages $41.7 Billion in RAUM. IEQ RAUM as of 12/31/2024 as reported in IEQ Capital's Form ADV filed in May 2025 totaled $35.4 billion.

**The Forbes ranking of America's Top RIA Firms is produced annually (October 2024, data as of 03/31/2024). IEQ is among 250 advisory firms ranked. The ranking is developed by SHOOK Research and is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here: https://www.forbes.com/sites/rjshook/2023/10/10/methodology-americas-top-ria-firms-2023/?sh=5d32bc5ee26d.

**Barron's Top 100 RIA Firms is an independent listing produced annually by Barron's (September 2023, data as of 06/30/2024). IEQ is among 100 advisory firms ranked. The annual ranking of independent advisory companies is based on both qualitative and quantitative criteria, including the assets a firm manages and the revenue those assets generate, its regulatory record, staffing levels and diversity, technology spending, and succession planning. This ranking does not guarantee any potential investment outcomes, nor does it rank advisors based on investment performance. There is no fee for participation. However, IEQ does pay a $15,000 annual membership for the right to be featured in Barron's magazine itself (outside of the ranking) and for using Barron's logo in our marketing pieces. More information can be found here: https://www.barrons.com/advisor/articles/the-top-independent-advisors-and-rias-how-to-pick-the-right-one-for-you-51663358400?tesla=y.

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SOURCE IEQ Capital

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July 21, 2025 18:22 ET (22:22 GMT)