Bennett Daly Mcdermott

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

• 06/2023 → 08/2023
  Ares Wealth Management Solutions
  Denver, CO
• 05/2024 → Present
  Ieq Capital, Llc
  Foster City, CA
• 09/2020 → 06/2024
  Santa Clara University
  Santa Clara, CA
• 05/2020 → 08/2023
  Wee Burn Country Club
  Darien, CT
• 09/2016 → 06/2020
  Darien High School
  Darien, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-21