Daniel Martin Connolly

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

• 12/2021 → 02/2024
  Lavelle Capital
  San Francisco, CA
• 10/2008 → 09/2023
  John Foley's Irish House
  San Francisco, CA
• 12/2020 → 03/2021
  Bridge Housing
  San Francisco, CA
• 05/2020 → 11/2020
  Plantswitch
  San Francisco, CA
• 08/2016 → 05/2020
  Southern Methodist University
  Dallas, TX
• 02/2024 → Present
  Ieq Capital, Llc
  Foster City, CA

Previous Registrations

• 2023-10-13 → 2024-02-02
  Lavelle Capital
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-11

Other Names

• Daniel Connolly