IEQ Capital Promotes Colin Mark-Griffin, Jeff Sawin, and Jeremy Wenner to Partner
In a notable development in the wealth management sector, IEQ Capital, a distinguished independent firm managing regulatory assets totaling $45.9 billion as of January 2026, has promoted Colin Mark-Griffin, Jeff Sawin, and Jeremy Wenner to the position of Partner. This promotion is not only a testament to their individual performances but also highlights the firm's commitment to a culture that prioritizes client relationships and trust.
Colin Mark-Griffin, with his extensive background in investment management, has been a driving force behind the firm’s growth in assets under management. His analytical skills and keen investment insights have positioned him as a leader in shaping investment strategies that align with client goals. Jeff Sawin brings a wealth of experience in client advisory services, focusing on developing tailored investment solutions that address the unique needs of high-net-worth clients. His dedication to client success has earned him a respected reputation within the firm and among its clientele. Lastly, Jeremy Wenner's contributions in firm development and operational improvements have been crucial; his strategic vision has allowed IEQ Capital to enhance its service offerings and operational efficiencies.
The announcement was made by Alan Zafran and Rob Skinner, Co-Founders and Managing Partners of IEQ Capital. Zafran remarked that these promotions signify the high standards of leadership, professionalism, and accountability exhibited by Mark-Griffin, Sawin, and Wenner. He emphasized that their elevated roles will further strengthen IEQ's investment capabilities and advisory platform. Skinner echoed these sentiments, stating that becoming a partner is not only a recognition of past achievements but also a shared responsibility for advancing the firm's future.
Founded in 2019, IEQ Capital has swiftly established itself as a trusted partner for families and individuals seeking sophisticated advisory services. The firm combines the benefits of institutional-level resources with personalized planning to achieve long-term wealth management objectives for clients. By providing customized investment strategies across public and private markets, alongside estate and tax planning, IEQ Capital positions itself uniquely in a competitive landscape.
As the firm continues to grow, the recent promotions are expected to play integral roles in not just maintaining the high standards but also in expanding the firm's investment strategies further. With the economic landscape constantly evolving, the ability to adapt and respond to market changes is paramount. The new partners are well-equipped to navigate these dynamics, ensuring they meet and exceed client expectations.
The announcement has been positively received within the investment community, signaling IEQ Capital's ongoing commitment to excellence in client services and innovative investment solutions. As they embark on this journey as partners, Mark-Griffin, Sawin, and Wenner are poised to make significant contributions to the firm's trajectory, helping to shape the future of wealth management at IEQ Capital.
For those interested in learning more about IEQ Capital and its new partners, further information on services and investment strategies can be accessed through their official channels. As they continue to evolve, IEQ Capital remains dedicated to providing unparalleled service and meaningful stewardship for its clients.
Colin Mark-Griffin, with his extensive background in investment management, has been a driving force behind the firm’s growth in assets under management. His analytical skills and keen investment insights have positioned him as a leader in shaping investment strategies that align with client goals. Jeff Sawin brings a wealth of experience in client advisory services, focusing on developing tailored investment solutions that address the unique needs of high-net-worth clients. His dedication to client success has earned him a respected reputation within the firm and among its clientele. Lastly, Jeremy Wenner's contributions in firm development and operational improvements have been crucial; his strategic vision has allowed IEQ Capital to enhance its service offerings and operational efficiencies.
The announcement was made by Alan Zafran and Rob Skinner, Co-Founders and Managing Partners of IEQ Capital. Zafran remarked that these promotions signify the high standards of leadership, professionalism, and accountability exhibited by Mark-Griffin, Sawin, and Wenner. He emphasized that their elevated roles will further strengthen IEQ's investment capabilities and advisory platform. Skinner echoed these sentiments, stating that becoming a partner is not only a recognition of past achievements but also a shared responsibility for advancing the firm's future.
Founded in 2019, IEQ Capital has swiftly established itself as a trusted partner for families and individuals seeking sophisticated advisory services. The firm combines the benefits of institutional-level resources with personalized planning to achieve long-term wealth management objectives for clients. By providing customized investment strategies across public and private markets, alongside estate and tax planning, IEQ Capital positions itself uniquely in a competitive landscape.
As the firm continues to grow, the recent promotions are expected to play integral roles in not just maintaining the high standards but also in expanding the firm's investment strategies further. With the economic landscape constantly evolving, the ability to adapt and respond to market changes is paramount. The new partners are well-equipped to navigate these dynamics, ensuring they meet and exceed client expectations.
The announcement has been positively received within the investment community, signaling IEQ Capital's ongoing commitment to excellence in client services and innovative investment solutions. As they embark on this journey as partners, Mark-Griffin, Sawin, and Wenner are poised to make significant contributions to the firm's trajectory, helping to shape the future of wealth management at IEQ Capital.
For those interested in learning more about IEQ Capital and its new partners, further information on services and investment strategies can be accessed through their official channels. As they continue to evolve, IEQ Capital remains dedicated to providing unparalleled service and meaningful stewardship for its clients.
Topics Financial Services & Investing）
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