Directory

>

Benjamin Steed Cfa

avatar

Benjamin Steed Cfa

Managing Director | IEQ Capital

San Francisco, California, United States

View contact details (it's free)

Benjamin Steed Cfa

Summary

Benjamin Steed is a seasoned Managing Director at IEQ Capital, specializing in providing tailored investment advice to high-net-worth clients and institutional investors. With nearly 15 years of experience in the finance and investment sector, he has honed his expertise in creating comprehensive wealth management solutions. Prior to his current role, Benjamin held leadership positions at Sepio Capital and Merrill Lynch, showcasing a progressive career trajectory. He is known for his deep understanding of various asset classes and his ability to leverage institutional relationships to benefit his clients. Benjamin's background includes significant work in the jewelry and precious stones industry, reflecting a unique intersection of finance and luxury markets. He is passionate about helping entrepreneurs and executives navigate complex investment landscapes. His educational foundation in Business Management with a concentration in Finance from Brigham Young University further underscores his qualifications in the financial domain. Outside of his professional commitments, Benjamin is likely to engage in community-oriented initiatives, given his extensive experience in high-touch advisory roles.

General

Specialist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Benjamin Steed Cfa

Work Experience

company logo

Managing Director at

IEQ Capital

November 2023 - Present

company logo

Managing Director at

Sepio Capital

January 2022 - November 2023

company logo

Director at

Sepio Capital

January 2020 - January 2022

company logo

Vice President at

Sepio Capital

January 2017 - January 2020

💼

Financial Analyst - Private Banking & Investment Group at

Merrill Lynch/Wfc/L. Inc.

May 2011 - May 2017

💼

Financial Analyst Intern at

Merrill Lynch/Wfc/L. Inc.

January 2011 - April 2011

company logo

Research Analyst Intern at

Global Financial Advisors

August 2010 - April 2011

Logos provided by Logo.dev

Benjamin Steed Cfa

Education

Brigham Young University, Bachelor Of Science

January 2007 - January 2011

Frequently Asked Questions about Benjamin Steed Cfa

What is Benjamin Steed Cfa email address?

Benjamin Steed Cfa'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 Benjamin Steed Cfa work for?

Benjamin Steed Cfa is a Managing Director at IEQ Capital, a company specializing in Monetary Authorities-Central Bank.

Where Benjamin Steed Cfa graduated from?

Benjamin Steed Cfa holds a degree in Business Management, Concentration In Finance from Brigham Young University.

How can I directly contact Benjamin Steed Cfa?

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

Who is Benjamin Steed Cfa?

Benjamin Steed is a seasoned Managing Director at IEQ Capital, specializing in providing tailored investment advice to high-net-worth clients and institutional investors. With nearly 15 years of experience in the finance and investment sector, he has honed his expertise in creating comprehensive wealth management solutions. Prior to his current role, Benjamin held leadership positions at Sepio Capital and Merrill Lynch, showcasing a progressive career trajectory. He is known for his deep understanding of various asset classes and his ability to leverage institutional relationships to benefit his clients. Benjamin's background includes significant work in the jewelry and precious stones industry, reflecting a unique intersection of finance and luxury markets. He is passionate about helping entrepreneurs and executives navigate complex investment landscapes. His educational foundation in Business Management with a concentration in Finance from Brigham Young University further underscores his qualifications in the financial domain. Outside of his professional commitments, Benjamin is likely to engage in community-oriented initiatives, given his extensive experience in high-touch advisory roles.

Benjamin`s contact details

mail

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

******@ieqcapital.com

Colleagues

Terence Condren

Senior Wealth Strategist, Managing Director

avatar
Lior Keshet

Partner, General Counsel & Chief Compliance Officer

avatar
Nick Roberts

Managing Director

avatar
Scott Gutterman

Managing Director

avatar
Eric Harrison

Managing Partner & Founder

avatar
Andrew Venturi

Managing Director

avatar
Bethany Peterson

Partner, Chief Financial Officer

avatar
Dean Horwitz

Chief Operating Officer

avatar
Colin Mark-Griffin Caia

Managing Director

avatar
Jesse Wood

Managing Director

View Contact details (it's free)
Request Profile Removal