IEQ Capital Appoints Kim Stolz as New Senior Managing Director in New York City
On July 22, 2026, IEQ Capital, a prominent wealth management firm managing nearly $46.6 billion in regulatory assets, announced the exciting addition of Kim Stolz as Senior Managing Director. Stolz is set to play a pivotal role at the firm, focusing on delivering tailored financial strategies to ultra-high-net-worth individuals, families, business owners, executives, and institutions. Based in New York, she will navigate complex challenges in investment management, wealth planning, and developing long-term financial strategies.
Stolz joins IEQ Capital from Bank of America Private Bank, where she served as Managing Director and Private Client Advisor. During her tenure there, she led a dedicated team aimed at assisting high-net-worth families to tackle the intricate dynamics of wealth preservation and growth. Her extensive expertise encompasses various facets of finance, including investment management, banking solutions, trust and estate planning, tax-efficient investment strategies, and holistic planning for families across generations. This rich background earned her recognition as one of Business Insider’s Rising Stars of Wall Street in 2019.
Megan Whyte, Partner and Chief Client Officer at IEQ Capital, expressed enthusiasm over Stolz’s arrival, stating, "Kim brings a combination of institutional investment expertise, leadership experience, and a deep commitment to client relationships. Her experience serving sophisticated families and investors aligns closely with our approach, and we are excited to welcome her to IEQ.”
With a career that harmonizes communications, capital markets, and dedicated private wealth management, Stolz first captivated audiences at MTV Networks as a journalist and host, covering key national news stories and interviewing influential figures across various sectors. Her transition into finance saw her thrive at BTIG and Citigroup before a significant twelve-year stint at Bank of America. At the firm, Stolz advanced through various leadership roles on its institutional platform, which laid a solid foundation for her expertise in private wealth management, where she guided some of the firm’s most crucial client relationships.
Beyond her professional accomplishments in finance, Stolz is a noted author and a commentator on culture, technology, and societal trends. She maintains an active role as a board member of The LGBT Center in New York City and has consistently championed initiatives aimed at enhancing diversity, inclusion, and LGBTQ+ advocacy throughout her career. In her own words, Stolz remarked, "What drew me to IEQ was the firm’s commitment to independent advice and long-term client relationships. I’m excited to join a team that shares my passion for helping families navigate complex financial lives with clarity and confidence."
Located in both New York City and the Hamptons, Stolz’s appointment marks IEQ Capital’s steady investment in crucial markets and showcases its dedication to serving ultra-high-net-worth families through personalized advisory services, family office capabilities, and top-tier investment resources. In her role, Stolz will spearhead efforts for the firm’s continuous growth and broaden its reach across key markets nationwide.
Founded in 2019, IEQ Capital was built upon a foundation of tenured advisors and entrepreneurs committed to delivering independent, sophisticated fiduciary services specifically aimed at high-net-worth individuals and families. The firm is praised for marrying institutional access with personalized planning to foster long-term wealth growth. It offers customized investment strategies in both public and private marketplaces, supports estate and tax planning, and provides family office services for qualified clients across the nation.
In summary, Kim Stolz’s arrival at IEQ Capital represents a significant step towards enriching the firm’s capabilities and reinforcing its commitment to high-net-worth client services, reflecting a promising future for both Stolz and the firm as they continue their journey in wealth management.
Stolz joins IEQ Capital from Bank of America Private Bank, where she served as Managing Director and Private Client Advisor. During her tenure there, she led a dedicated team aimed at assisting high-net-worth families to tackle the intricate dynamics of wealth preservation and growth. Her extensive expertise encompasses various facets of finance, including investment management, banking solutions, trust and estate planning, tax-efficient investment strategies, and holistic planning for families across generations. This rich background earned her recognition as one of Business Insider’s Rising Stars of Wall Street in 2019.
Megan Whyte, Partner and Chief Client Officer at IEQ Capital, expressed enthusiasm over Stolz’s arrival, stating, "Kim brings a combination of institutional investment expertise, leadership experience, and a deep commitment to client relationships. Her experience serving sophisticated families and investors aligns closely with our approach, and we are excited to welcome her to IEQ.”
With a career that harmonizes communications, capital markets, and dedicated private wealth management, Stolz first captivated audiences at MTV Networks as a journalist and host, covering key national news stories and interviewing influential figures across various sectors. Her transition into finance saw her thrive at BTIG and Citigroup before a significant twelve-year stint at Bank of America. At the firm, Stolz advanced through various leadership roles on its institutional platform, which laid a solid foundation for her expertise in private wealth management, where she guided some of the firm’s most crucial client relationships.
Beyond her professional accomplishments in finance, Stolz is a noted author and a commentator on culture, technology, and societal trends. She maintains an active role as a board member of The LGBT Center in New York City and has consistently championed initiatives aimed at enhancing diversity, inclusion, and LGBTQ+ advocacy throughout her career. In her own words, Stolz remarked, "What drew me to IEQ was the firm’s commitment to independent advice and long-term client relationships. I’m excited to join a team that shares my passion for helping families navigate complex financial lives with clarity and confidence."
Located in both New York City and the Hamptons, Stolz’s appointment marks IEQ Capital’s steady investment in crucial markets and showcases its dedication to serving ultra-high-net-worth families through personalized advisory services, family office capabilities, and top-tier investment resources. In her role, Stolz will spearhead efforts for the firm’s continuous growth and broaden its reach across key markets nationwide.
Founded in 2019, IEQ Capital was built upon a foundation of tenured advisors and entrepreneurs committed to delivering independent, sophisticated fiduciary services specifically aimed at high-net-worth individuals and families. The firm is praised for marrying institutional access with personalized planning to foster long-term wealth growth. It offers customized investment strategies in both public and private marketplaces, supports estate and tax planning, and provides family office services for qualified clients across the nation.
In summary, Kim Stolz’s arrival at IEQ Capital represents a significant step towards enriching the firm’s capabilities and reinforcing its commitment to high-net-worth client services, reflecting a promising future for both Stolz and the firm as they continue their journey in wealth management.
Topics Financial Services & Investing）
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