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Benjamin Steed Cfa
Benjamin Steed Cfa
Managing Director | IEQ Capital
San Francisco, California, United States
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.
Benjamin Steed Cfa
Work Experience
Managing Director at
IEQ Capital
November 2023 - Present
Managing Director at
Sepio Capital
January 2022 - November 2023
Director at
Sepio Capital
January 2020 - January 2022
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
Research Analyst Intern at
Global Financial Advisors
August 2010 - April 2011
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
**************@sepiocap.com
******@ieqcapital.com
Colleagues
Senior Wealth Strategist, Managing Director
Partner, General Counsel & Chief Compliance Officer
Managing Director
Managing Director
Managing Partner & Founder
Managing Director
Partner, Chief Financial Officer
Chief Operating Officer
Managing Director
Managing Director