Lauren Garner Appointed as Managing Director at IEQ Capital, Enhancing Wealth Management Services

IEQ Capital Welcomes Lauren Garner as Managing Director

IEQ Capital, an independent advisory firm managing approximately $41.7 billion in regulatory assets under management (RAUM), has announced the appointment of Lauren Garner as Managing Director. Based in Los Angeles, Garner will cater to ultra-high-net-worth individuals and families, providing comprehensive advice across investments, estate strategies, and long-term planning.

With over two decades in the wealth management sector, Lauren Garner brings a wealth of experience gained through her roles in both public and private markets as well as direct investing and manager selection. Most recently, she served as the Chief Investment Officer at Mozaic, LLC, a notable multi-family office overseeing client portfolios and investment research worth $4 billion. Lauren's approach to wealth management is underpinned by an endowment-style asset allocation method, emphasizing tax efficiency and generational planning.

Frank McFarland, Founding Partner of IEQ Capital, expressed enthusiasm about Garner's addition to the team, stating, _“We are proud to welcome Lauren to IEQ Capital. Her extensive experience as both a direct investor and allocater across various asset classes aligns perfectly with our platform and client-focused philosophy. Lauren's leadership will serve as a tremendous asset as we deepen our presence in Southern California.”_

Prior to her tenure at Mozaic, Garner held senior roles at Pritzker Group and Perella Weinberg Partners Agility, where she diligently advised family offices and endowments on asset allocation and investment selection. Her career also includes significant positions at GoldenTree Asset Management, Tudor Investment Corporation, and Morgan Stanley, where she was involved in managing strategies across hedge funds, credit, and private capital. This extensive background has given her a comprehensive perspective on portfolio construction, investment diligence, and addressing a wide range of family office requirements, all while prioritizing long-term risk-adjusted outcomes.

Founded in 2019, IEQ Capital was established by a dedicated team of advisors and entrepreneurs with the goal of providing sophisticated and independent advisory services to high-net-worth individuals and families. The firm uniquely combines institutional access with personalized planning, facilitating sustainable wealth creation. By delivering tailored investment strategies across both public and private markets, alongside estate and tax planning, IEQ is well-positioned to meet the needs of its clients nationwide.

In announcing Lauren Garner’s appointment, IEQ Capital continues to solidify its commitment to enhancing the depth and quality of service offered to its clients. With this strategic addition, clients can expect more personalized and impactful advice to navigate the complexities of wealth management.

Important Disclosures

This article is purely for informational purposes and should not be regarded as an offer to sell or solicit any security or investment product. Results achieved in the past do not predict future performance, and all investments carry risks, including the potential loss of principal. IEQ Capital, LLC is an SEC-registered investment advisor, and registration does not denote a guaranteed level of expertise or training.

To know more about Lauren Garner and the strategies at IEQ Capital, and how they uniquely position themselves in the competitive landscape of wealth management, stay connected with future updates from the firm.