Jeff Westsmith

Jeff Westsmith is a Founding Partner of IEQ Capital and has provided investment advice to wealthy families and institutional investors for the past 15 years. He also sits on the Investment Committee at IEQ Capital and oversees the firm’s Research group.

Mr. Westsmith began his career working with high net worth families at Fidelity Investments. In 2006, he joined the Private Banking and Investment Group at Merrill Lynch and later co-founded Luminous Capital, an independent Registered Investment Advisory firm. At Luminous Capital, he served as a Financial Adviser and member of the Investment Committee. Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic Bank in 2012. At First Republic Bank, Mr. Westsmith served as Managing Director and Wealth Manager.

Mr. Westsmith has been named “Best-in-State Wealth Advisor” and “America’s Next Gen Advisors” by Forbes. In 2020, Barron's named IEQ Capital one of "America's Top RIA Firms."

Mr. Westsmith is actively involved in his community. He is a member of the Board of Directors at Windmill School where he serves on the finance committee. He is also a supporter and active volunteer with the Boys & Girls Clubs of the Peninsula (BGCP). Additionally, Mr. Westsmith serves on the iCapital Advisory Council and the advisory board for BlackRock Secondaries and Liquidity Solutions Fund.

Mr. Westsmith holds a Bachelor of Arts degree from UCLA and has earned the Chartered Financial Analyst (CFA) designation.