Monique Nicole Ray

Employer firm

Ieq Capital, LLC CRD 301819

$56.8B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → 03/2024
  Department Of State
  San Francisco, CA
• 01/2022 → 08/2023
  Alliance Bernstein
  San Francisco, CA
• 06/2021 → 08/2021
  Goldman Sachs
  San Francisco, CA
• 01/2020 → 06/2020
  Storefront Political Media
  San Francisco, CA
• 02/2019 → 05/2019
  Bank Of America
  South San Francisco, CA
• 04/2024 → Present
  Ieq Capital Llc
  Foster City, CA
• 06/2018 → 08/2018
  South San Francisco City Manager's City Manager's Office
  South San Francisco, CA
• 08/2017 → 11/2017
  Kumon
  South San Francisco, CA
• 05/2017 → 08/2017
  U.S. House Of Representatives | District 14 California
  Redwood City, CA
• 08/2017 → 06/2019
  County Of San Mateo | Youth Commission
  Redwood City, CA
• 01/2017 → 06/2017
  Exploratorium
  San Francisco, CA
• 11/2016 → 11/2016
  California Secretary Of State
  South San Francisco, CA
• 06/2014 → 11/2016
  N/A
  South San Francisco, CA
• 05/2020 → 07/2020
  Diversevc
  San Francisco, CA
• 01/2022 → 10/2022
  South San Francisco Youth Commission City Manager's Office
  South San Francisco, CA
• 06/2019 → 01/2020
  N/A
  South San Francisco, CA
• 08/2018 → 02/2019
  N/A
  South San Francisco, CA
• 07/2020 → 06/2021
  N/A
  South San Francisco, CA
• 08/2021 → 01/2022
  N/A
  South San Francisco, CA
• 08/2023 → 01/2024
  N/A
  South San Francisco, CA

Other Businesses

Name of outside business or organization: Financial Women of San Francisco Organization Address: Title: Member (Received a scholarship in undergrad for several years of free membership) Description of outside business or organization: Non-profit with monthly coffee chats and meetings on market outlook and women in business seminars. Description of duties or responsibilities: None, simply can attend these seminars. Start date (month/day/year): 08/2024 Hours devoted to activity monthly: 0 during trading hrs. / 2 during non-trading hrs

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-26