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Andrew Venturi

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Andrew Venturi

Managing Director | IEQ Capital

Walnut Creek, California, United States

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Andrew Venturi

Summary

Andrew Venturi is an accomplished Managing Director at IEQ Capital, where he has dedicated nearly 15 years to providing strategic investment advice to high-net-worth families and institutional investors. His leadership at IEQ Capital, an independent advisory firm founded to prioritize client relationships and investment excellence, showcases his commitment to innovation in wealth management. Andrew's extensive experience spans various prestigious financial institutions, including Merrill Lynch and Credit Suisse, where he honed his skills in private banking and wealth management. He holds a dual degree in Marketing from the University of Arizona, which complements his analytical approach to investment strategies. His deep understanding of asset classes and strong institutional relationships enable him to source exclusive investment opportunities for his clients. Beyond his professional pursuits, Andrew is passionate about the intersection of finance and technology, exploring how emerging technologies can enhance investment strategies. He is a leader who thrives in dynamic environments and is known for his ability to build long-lasting client relationships.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Andrew Venturi

Work Experience

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Managing Director at

IEQ Capital

November 2023 - Present

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Director at

Sepio Capital

September 2017 - November 2023

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Managing Director at

Sepio Capital

January 2022 - November 2023

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Senior Vice President - PBIG at

Merrill Lynch/Wfc/L. Inc.

January 2014 - August 2017

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Vice President - PBIG at

Merrill Lynch/Wfc/L. Inc.

September 2012 - December 2013

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Associate at

Credit Suisse

November 2011 - August 2012

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Assistant Vice President at

BARCLAYS PLC

June 2011 - October 2011

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Relationship Manager & Business Manager at

Goldman Sachs Personal Financial Management

November 2008 - May 2011

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Intern, Global Compliance Department at

Franklin Resources, Inc.

January 2007 - January 2007

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Intern at

The Angels' Forum

January 2006 - January 2006

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Intern at

Bobby Jones Golf Co Llc

January 2005 - January 2005

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Andrew Venturi

Education

University of Arizona - Eller College of Management, Marketing

January 2004 - January 2008

The University of Arizona, B.S.

January 2004 - January 2008

Frequently Asked Questions about Andrew Venturi

What is Andrew Venturi email address?

Andrew Venturi's primary email address is **************@sepiocap.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Andrew Venturi work for?

Andrew Venturi is a Managing Director at IEQ Capital, a company specializing in Monetary Authorities-Central Bank.

Where Andrew Venturi graduated from?

Andrew Venturi holds a degree in Business Administration from University of Arizona - Eller College of Management.

How can I directly contact Andrew Venturi?

To contact Andrew Venturi directly, you can use the email address **************@sepiocap.com. Complete contact information is available upon registration with Muraena.

Who is Andrew Venturi?

Andrew Venturi is an accomplished Managing Director at IEQ Capital, where he has dedicated nearly 15 years to providing strategic investment advice to high-net-worth families and institutional investors. His leadership at IEQ Capital, an independent advisory firm founded to prioritize client relationships and investment excellence, showcases his commitment to innovation in wealth management. Andrew's extensive experience spans various prestigious financial institutions, including Merrill Lynch and Credit Suisse, where he honed his skills in private banking and wealth management. He holds a dual degree in Marketing from the University of Arizona, which complements his analytical approach to investment strategies. His deep understanding of asset classes and strong institutional relationships enable him to source exclusive investment opportunities for his clients. Beyond his professional pursuits, Andrew is passionate about the intersection of finance and technology, exploring how emerging technologies can enhance investment strategies. He is a leader who thrives in dynamic environments and is known for his ability to build long-lasting client relationships.

Andrew`s contact details

mail

**************@sepiocap.com

********@ieqcapital.com

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Jesse Wood

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