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Terence Condren

Terence Condren

Senior Wealth Strategist, Managing Director | IEQ Capital

Wellesley, Massachusetts, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Terence Condren

Work Experience

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Senior Wealth Strategist, Managing Director at

IEQ Capital

May 2023 - Present

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Senior Managing Director at

First Republic Private Wealth Management

December 2022 - May 2023

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Managing Director at

First Republic Private Wealth Management

July 2019 - December 2022

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Senior Wealth Strategist at

UBS Group AG

March 2014 - July 2019

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Director of Wealth Strategies at

Cerity Partners

December 2012 - March 2014

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Personal Tax Solutions Executive, Managing Director at

Bank of America Corporation

April 2008 - December 2012

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Client & Business Management Executive at

Bank of America Corporation

July 2007 - April 2008

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Director of Planning Solutions at

Bank of America Corporation

May 2002 - June 2007

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Principal; State Street Global Advisors at

State Street

November 1999 - May 2002

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Tax Manager at

Deloitte Consulting

September 1998 - November 1999

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Associate at

Hutchins Wheeler And Dittmar

August 1994 - July 1998

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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

mail

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

********@firstrepublic.com

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