IEQ Capital welcomes Frank Hurley as Managing Director in New York. June 10, 2026 IEQ Capital LLC. is pleased to announce that Frank Hurley has joined IEQ Capital as Managing Director, based in its New York office. Hurley will lead IEQ's advisor partnership and inorganic growth initiatives, with a focus on expanding its advisory presence across the East Coast and nationally in support of ultra-high-net-worth families, founders, executives, and institutions. Hurley joins IEQ with extensive leadership experience across wealth management, capital markets, and investment management. His focus at IEQ will center on identifying and partnering with experienced advisors whose capabilities and local market knowledge align with the firm's commitment to delivering sophisticated wealth management and family office capabilities to clients nationwide. "Frank brings a thoughtful and relationship-driven approach to building advisory teams," said Alan Zafran, Co-Founder and Managing Partner at IEQ Capital. "As our clients' needs continue to evolve, we believe it is increasingly important to have experienced advisors embedded in the communities where our clients live and operate. Frank's experience will help us continue to deepen our capabilities while remaining focused on delivering highly personalized guidance and expanding the resources available to clients." Prior to joining IEQ, Hurley served in leadership roles at UBS, including most recently as Market Director and previously as Executive Director and Associate Market Executive in New York. Earlier in his career, he spent more than 14 years at Morgan Stanley across private wealth management and fixed income. "What attracted me to IEQ was the firm's emphasis on thoughtful growth and its commitment to serving clients through long-term relationships and deep advisory resources," said Frank Hurley, Managing Director at IEQ Capital. "I look forward to partnering with advisors across the country and helping expand access to institutional-quality capabilities in the markets where clients live and work." Hurley earned a bachelor's degree from Villanova University and an MBA from Columbia University. Important disclosures. This material is for informational purposes only and does not constitute investment advice or a solicitation to purchase any security or investment product. References to advisory capabilities or investment experience do not guarantee future results. All investments involve risk, including potential loss of principal. Past performance is not indicative of future results. IEQ Capital, LLC is an SEC-registered investment adviser; registration does not imply a certain level of skill or training. IEQ Capital and its employees do not provide legal or tax advice. For important information about its advisory services, fees, and risks, please see its [Form ADV].

IEQ Capital, an independent wealth management firm and multi-family office, has appointed Frank Hurley as managing director in its New York office. Hurley will lead the firm's advisor partnership and inorganic growth initiatives, focusing on expanding IEQ's advisory presence across the East Coast and nationally. Hurley brings extensive experience from senior roles at UBS, where he served as market director and executive director in private wealth management, and Morgan Stanley, where he spent over 14 years across private wealth management and fixed income sales. Founded in 2019, IEQ Capital serves ultra-high-net-worth families, founders, executives and institutions with investment strategies, estate planning and family office services. Hurley holds degrees from Villanova University and an MBA from Columbia University.

IEQ Capital, a wealth management firm overseeing $46.6 billion in regulatory assets under management, has appointed Lauren Hoffman as managing director in Houston. Hoffman will advise ultra-high-net-worth families, founders, executives and institutions on investments, wealth planning and financial strategy. Hoffman joins from J.P. Morgan Private Bank, where she served as executive director advising clients on investment management and wealth structuring. She previously worked as a financial adviser at Merrill Lynch Wealth Management. Founded in 2019, IEQ Capital provides investment strategies across public and private markets, estate and tax planning, and family office services. The appointment reflects the firm's expansion in Texas and the Southwest region to meet growing demand amongst ultra-high-net-worth families for integrated wealth management services.