#United States #New York #Wealth Management #IEQ Capital #Frank Mason

IEQ Capital Expands with New Managing Director Frank Mason

IEQ Capital, a prominent independent wealth management firm managing a staggering $41.7 billion in regulatory assets under management (RAUM), has recently made headlines with its strategic expansion in New York. On September 9, 2025, the firm announced the appointment of Frank Mason as managing director, a move that significantly strengthens its advisory presence in one of the world's most vital financial hubs.

Enhancing Client Services

The hiring of Frank Mason reflects IEQ's commitment to enhancing its service offerings to ultra-high-net-worth families, institutional investors, and founders throughout the United States. Eric Harrison, co-founder and managing partner at IEQ, praised Mason’s extensive expertise in dealing with complex family structures and institutional clients. He noted that Mason’s in-depth knowledge of wealth structuring, investment strategies, and cross-generational planning aligns perfectly with IEQ’s values. This move is set to bolster the firm's capability to provide tailor-made solutions to clients in New York and beyond.

Mason’s background adds tremendous value to IEQ Capital. Before joining IEQ, he held a senior position as Executive Director at J.P. Morgan Private Bank, where he specialized in providing bespoke investment strategies and overseeing trust and estate planning for families, executives, and family offices. His previous experience also includes a role as Vice President at Goldman Sachs Private Wealth Management, where he advised on investment portfolios for family offices, endowments, and charitable foundations. Additionally, Mason has worked with the U.S. Department of Health and Human Services and occupied roles in investment policy and corporate development, further diversifying his expertise.

A Client-First Approach

Mason's appointment is a clear indication of IEQ Capital's dedication to expanding its national platform with accomplished professionals who possess a blend of institutional-grade investment knowledge and a strong commitment to a client-centric approach. At IEQ, Mason will be responsible for advising a select group of high-net-worth clients and will contribute to the firm’s ongoing investment sourcing and strategic initiatives across both public and private markets.

Founded in 2019, IEQ Capital is built on a foundation of experienced advisors and entrepreneurs. The firm is devoted to providing independent and sophisticated advisory services specifically tailored to the needs of high-net-worth individuals and families. By merging institutional access with personalized planning, IEQ aims to support its clients' long-term wealth creation goals.

The Future of Wealth Management

As IEQ Capital continues to forge a path in the wealth management sector, the focus remains on delivering customized investment strategies while also offering vital estate and tax planning support. The firm’s emphasis on client relationships and personalized service positions it favorably to respond to the unique challenges faced by affluent families and institutions.

Mason's arrival marks a pivotal moment in the firm's growth trajectory and is anticipated to enhance its reputation as a leader in wealth management. With his expertise set to guide a new wave of investment strategies, clients can expect a tailored approach that prioritizes their needs, ensuring they receive attentive and effective service from a firm dedicated to excellence.

As IEQ continues to expand its influence and capabilities in New York, the firm is poised for growth, continuing to attract high-caliber talent, and further solidifying its status as a premier choice for wealth management in today's dynamic financial landscape. IEQ Capital’s journey is one to watch as it adapts to the ever-evolving needs of its clientele while maintaining its commitment to delivering sophisticated advisory solutions.