INVESTMENT
IEQ Capital, a Registered Investment Advisor, is pleased to welcome Shaun Skeris and Dan Steinberg as Managing Directors and Scott Mesa as a Senior Director. The team has more than 20 years in aggregated experience, and it will continue to work with ultra-high-net-worth individuals and families.
“I am honored to join IEQ and offer my clients its platform, philosophy and model along with the dedication to service and culture that the team embodies. It is refreshing to see IEQ’s approach to portfolio composition as it aims to achieve higher risk-adjusted returns,” said Shaun Skeris.
“IEQ’s approach of blending traditional stocks and bonds with alternatives is what really sets it apart in my opinion. I am thrilled to be a part of the team,” said Dan Steinberg.
Robert Skinner, IEQ’s Co-Founder and Co-CEO, stated that he “believes that Shaun, Dan and Scott will be an impactful addition to IEQ. Their history of striving to provide investment and service excellence aligns with IEQ’s mission and values-driven culture”.
IEQ’s leadership has over 25 years of aggregated experience as investors with a broad understanding of asset classes, deep institutional relationships, and a network of private investment opportunities. By expanding the options traditionally available to individual
investors, IEQ can customize portfolios to meet clients’ unique needs.
Shaun Skeris
Shaun is a Managing Director of IEQ Capital with over two decades of experience. He previously served as a Senior Strategist at BNY Mellon where he was responsible for advising high-net-worth clients and family offices. Prior to BNY, he spent time at Umpqua Bank, City National, Morgan Stanley, PIMCO, and Credit Suisse. Shaun has a Bachelor of Arts in Economics and a Masters in International Business from the University of Florida. He holds the Chartered Financial Analyst (CFA®) designation.
Dan Steinberg
Dan is a Managing Director of IEQ Capital with over two decades of experience. He previously served as a Senior Wealth Manager at BNY Mellon where he was responsible for advising high-net-worth clients and family offices. He spent 15 years as a research analyst and portfolio manager at investment management organizations such as Millennium Partners, the Teacher Retirement System of Texas, PIMCO, and Bank of America. He has a Bachelor of Arts in Economics from the University of California, Los Angeles and a MBA from the University of Texas at Austin. He holds the Chartered Financial Analyst (CFA®) designation.
Scott Mesa
Scott is a Senior Director of IEQ Capital and has provided investment advice to wealthy families and institutional investors for over a decade. Prior to IEQ, Scott served as a Vice President for BNY Mellon, and he was recognized as a Platinum Producer in 2021. He held previous roles with Merrill Lynch and City National Rochdale. Scott holds a Bachelor of Arts degree in Financial Planning from SUNY at Alfred State College. Scott is a Certified Financial Planner (CFP®) and a Certified Exit Planning Advisor (CEPA®).
IEQ Capital is a Registered Investment Advisor. Registration of an Investment Advisor does
not imply any level of skill or training. A copy of current Form ADV Part 2A is available upon
request or at https://www.adviserinfo.sec.gov/. To the extent that any new services are offered in this communication, please make sure to also review IEQ’s Form CRS available at
https://www.adviserinfo.sec.gov/. Past performance is not indicative of future returns.
