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Terence Condren
Terence Condren
Senior Wealth Strategist, Managing Director | IEQ Capital
Wellesley, Massachusetts, United States
Terence Condren
Summary
Terence Condren is a seasoned Senior Wealth Strategist and Managing Director at IEQ Capital, LLC, with a robust background in financial services and estate planning. With over two decades of experience in wealth management, he has held senior roles at prestigious firms such as First Republic and UBS, where he specialized in providing tailored financial solutions for ultra-high net worth clients. Terence's expertise extends to tax planning, investment strategies, and innovative financial tools development. He is known for his leadership in integrating complex financial services and enhancing client advisory processes. An alumnus of Northeastern University School of Law, he combines legal acumen with financial expertise, making him a valuable asset in wealth management. His career reflects a commitment to excellence, evidenced by multiple awards and recognitions throughout his tenure. Terence's diverse experience across various financial institutions showcases his adaptability and deep understanding of the wealth management landscape.
Terence Condren
Work Experience
Senior Wealth Strategist, Managing Director at
IEQ Capital
May 2023 - Present
Senior Managing Director at
First Republic Private Wealth Management
December 2022 - May 2023
Managing Director at
First Republic Private Wealth Management
July 2019 - December 2022
Senior Wealth Strategist at
UBS Group AG
March 2014 - July 2019
Director of Wealth Strategies at
Cerity Partners
December 2012 - March 2014
Personal Tax Solutions Executive, Managing Director at
Bank of America Corporation
April 2008 - December 2012
Client & Business Management Executive at
Bank of America Corporation
July 2007 - April 2008
Director of Planning Solutions at
Bank of America Corporation
May 2002 - June 2007
Principal; State Street Global Advisors at
State Street
November 1999 - May 2002
Tax Manager at
Deloitte Consulting
September 1998 - November 1999
Associate at
Hutchins Wheeler And Dittmar
August 1994 - July 1998
Terence Condren
Education
Northeastern University School of Law, Jd
January 1991 - January 1994
Ithaca College, Bachelor Of Arts (B.A.)
January 1986 - January 1990
Frequently Asked Questions about Terence Condren
What is Terence Condren email address?
Terence Condren's primary email address is ********@ieqcapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Terence Condren work for?
Terence Condren is a Senior Wealth Strategist, Managing Director at IEQ Capital, a company specializing in Monetary Authorities-Central Bank.
Where Terence Condren graduated from?
Terence Condren holds a degree in Law from Northeastern University School of Law.
How can I directly contact Terence Condren?
To contact Terence Condren directly, you can use the email address ********@ieqcapital.com. Complete contact information is available upon registration with Muraena.
Who is Terence Condren?
Terence Condren is a seasoned Senior Wealth Strategist and Managing Director at IEQ Capital, LLC, with a robust background in financial services and estate planning. With over two decades of experience in wealth management, he has held senior roles at prestigious firms such as First Republic and UBS, where he specialized in providing tailored financial solutions for ultra-high net worth clients. Terence's expertise extends to tax planning, investment strategies, and innovative financial tools development. He is known for his leadership in integrating complex financial services and enhancing client advisory processes. An alumnus of Northeastern University School of Law, he combines legal acumen with financial expertise, making him a valuable asset in wealth management. His career reflects a commitment to excellence, evidenced by multiple awards and recognitions throughout his tenure. Terence's diverse experience across various financial institutions showcases his adaptability and deep understanding of the wealth management landscape.
Terence`s contact details
********@ieqcapital.com
********@firstrepublic.com
Colleagues
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