IEQ Capital Expands in New York with Appointment of Managing Director Frank Mason

NEW YORK, Sept. 9, 2025 /PRNewswire/ -- IEQ Capital, an independent wealth management firm and multi-family office overseeing $41.7 billion in RAUM¹, today announced its expansion in New York with the appointment of Frank Mason as Managing Director. This addition strengthens IEQ's advisory presence in one of the world's most important financial markets and reflects the firm's commitment to serving ultra-high-net-worth families, founders, and institutions across the United States.

"Frank brings expertise in serving complex families and institutions," said Eric Harrison, Co-Founder and Managing Partner at IEQ Capital. "His experience in wealth structuring, investment strategy, and cross-generational planning aligns with IEQ's values and enhances our ability to deliver tailored solutions to clients in New York and beyond."

Mason joins IEQ from J.P. Morgan Private Bank, where he served as Executive Director advising families, executives, and family offices on bespoke investment strategies and trust and estate planning. Prior to J.P. Morgan, he was Vice President at Goldman Sachs Private Wealth Management, providing investment solutions for family offices, endowments, and foundations. Earlier in his career, he held investment, policy, and corporate development roles at the U.S. Department of Health and Human Services, The Advisory Board Company, and Goldman Sachs's Distressed Corporate Bond and Equity Research desks.

Mason's appointment underscores IEQ Capital's commitment to expanding its national platform with seasoned professionals who combine institutional-caliber investment expertise with a client-first approach. At IEQ, he will advise a select group of clients and contribute to the firm's ongoing investment sourcing and strategy across public and private markets.

About IEQ Capital
Founded in 2019, IEQ Capital was established by a team of advisors and entrepreneurs dedicated to delivering independent, sophisticated advisory services to high-net-worth individuals and families. IEQ combines institutional access with personalized planning to support long-term wealth creation. The firm provides tailored investment strategies across public and private markets, estate and tax planning support, and family office services for those who qualify nationwide.²

Important Disclosures
This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment product. References to investment experience and access do not guarantee future results or performance. Past performance is not indicative of future results, and all investments involve risk, including the potential loss of principal.

IEQ Capital, LLC is an SEC-registered investment adviser; registration does not imply a certain level of skill or training.

1. As of 06/30/2025, IEQ Capital, LLC ("IEQ") manages $41.7 Billion in RAUM. IEQ RAUM as of 12/31/2024 as reported in IEQ Capital's Form ADV filed in May 2025 totaled $35.4 billion.
2. IEQ Capital and its employees do not provide legal or tax advice. 

SOURCE IEQ Capital