IEQ Capital Welcomes Kim Stolz in New York

We are pleased to announce that Kim Stolz has joined IEQ Capital as Senior Managing Director, based in New York City. Stolz will advise ultra-high-net-worth individuals, families, business owners, executives, and institutions, providing personalized guidance across investment management, wealth planning, and long-term financial strategy.

Stolz joins IEQ from Bank of America Private Bank, where she served as Managing Director and Private Client Advisor. During her tenure, she advised high-net-worth and ultra-high-net-worth families on preserving, growing, and transferring wealth through integrated investment management, banking and lending solutions, trust and estate planning, tax-aware portfolio construction, and strategic planning. In 2019, she was recognized as one of Business Insider's Rising Stars of Wall Street.

"Kim brings a combination of institutional investment expertise, leadership experience, and a deep commitment to client relationships," said Megan Whyte, Partner and Chief Client Officer at IEQ Capital. "Her experience serving sophisticated families and investors aligns closely with our approach, and we are excited to welcome her to IEQ."

Stolz's career reflects a distinctive blend of communications, capital markets, and private wealth management experience. Before entering financial services, she spent nearly five years with MTV Networks as a journalist, correspondent, and host, covering major national news events and interviewing leading political and cultural figures. She later transitioned into finance, joining BTIG and Citigroup in equity derivatives sales before beginning a 12-year tenure at Bank of America.

Throughout her time at Bank of America, Stolz held senior leadership roles across the firm's institutional platform, including Head of EMEA Equity Derivative Hedge Fund Sales in London and Head of Americas Prime Brokerage Sales in New York. Advising hedge funds, institutional investors, and market participants across global capital markets provided the foundation for her subsequent move into private wealth management, where she most recently served some of the firm's most significant client relationships through the Private Bank.

Beyond her work in finance, Stolz is a published author and has contributed commentary on culture, technology, and social trends. She currently serves on the Board of The LGBT Center in New York City and has remained actively involved throughout her career in initiatives supporting diversity, inclusion, and LGBTQ+ advocacy.

"What drew me to IEQ was the firm's commitment to independent advice and long-term client relationships," said Stolz. "I'm excited to join a team that shares my passion for helping families navigate complex financial lives with clarity and confidence."

Stolz's addition reflects our continued investment in New York, one of our most important markets, and our commitment to serving ultra-high-net-worth families through personalized advice, family office capabilities, and institutional-quality investment resources. Based in New York City and the Hamptons, she will help strengthen our presence in the region while supporting clients across the country.

Disclosures

For qualified investors only. This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment product. References to investment experience, planning capabilities, or access to investment opportunities do not guarantee future results or performance. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal.

IEQ Capital, LLC is an SEC-registered investment adviser; registration does not imply a certain level of skill or training.

IEQ Capital and its employees do not provide legal or tax advice.