EPIQ Capital Group is a boutique multi-family office delivering a high-quality client experience to prominent senior executives, founders, and early-employees of high-profile companies who have significant wealth. Adhering to a fiduciary standard of care, EPIQ does not have internally-managed proprietary funds. EPIQ clients are provided access to the investments and investing acumen that families of significant wealth deserve.

Investment Management

EPIQ Capital Group

Chad Boeding

McKenzie Hukill

Nichole Teltschik

Derek W. Jensen

Chris Jackson

Jen O'Neal

Donna Yu

Jed Clark

Will Dugan

Vikas Doddapaneni

Peter Zanino

Meredith Albright

Matt Hlavacek, CFA

Mark Poelma, CFA

Justin W. Renaudin, CFA

Breanne Funk, CFP® CRPC ®

The Vice Presidents at EPIQ Capital Group are responsible for managing client relationships, developing custom financial strategies, and overseeing the implementation of investment plans for high-net-worth families. Their duties include providing personalized financial advice, ensuring adherence to fiduciary standards, and leveraging their expertise to grant clients access to exclusive investment opportunities.

Vice Presidents

Leadership Team

Financial Analysis Team

Vice Presidents

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Leadership Team

Financial Analysis Team