Alan Zafran
Alan Zafran is Founding Partner and Co-CEO of IEQ Capital, a leading independent advisory firm, where he also sits on the Investment Committee. Zafran has served as a financial adviser to wealthy families and institutional investors for nearly three decades. He has been continuously recognized as a top financial advisor by major publications, including Barron’s magazine, Forbes, and The Financial Times. Prior to launching IEQ Capital, he served as Senior Managing Director and Wealth Manager at First Republic, where he managed over $14.8 billion of assets on behalf of affluent families, foundations, and endowments. He began his career at Goldman Sachs in the Private Client Group. He and his entire team joined Merrill Lynch, where he helped to build the Private Banking and Investment Group.
Alan Zafran Professional Experience / Academic History
Professional Experience
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Co-Founder and Co-CEO
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Contributor
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Senior Managing Director and Wealth Manager
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Contributor
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Contributor
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Contributor
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Senior Vice President, Private Banking and Investment Group
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Vice President, Private Client Services Group
Academic History
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M.B.A., Business
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B.A., B.S., Political Science and Economics
EARLY CAREER
He began his career at Goldman Sachs as a Corporate Finance Analyst in the Private Client Group.
He later joined Merrill Lynch, where he helped build the Private Banking and Investment Group.
In 2008, he co-founded Luminous Capital, which was acquired by First Republic in 2012.
At Luminous, he served as a Portfolio Manager and member of the Investment Advisory committee, managing $5.5 billion of assets.
He later served as a Senior Managing Director and Wealth Manager at First Republic Bank.
RECOGNITION
2019-2024 Forbes Best-in-State Wealth Advisors
2020-2021 Forbes America's Top 250 Wealth Advisors
2018–2020 Barron's Top 100 Financial Advisors
2018 Barron's Top 100 Independent Wealth Advisors
COMMUNITY INVOLVEMENT
Board of Director and Investment Committee Member, Silicon Valley Community Foundation
Board of Director, Taube Philanthropies
Board of Director, PIMCO RIA Council
Board of Director, Shuchman Lesser Foundation
Board of Director, Filoli Center
Board of Trustee, Portola Valley School Foundation Endowment
Board of Advisor, Center for Mathematics and Teaching
MEDIA
Zafran has been featured or profiled in Bloomberg, Forbes, Financial Times, and Barron's magazine, among others.