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SAN FRANCISCO, July 21, 2025 ~ IEQ Capital, a leading independent advisory firm managing over $41 billion in regulatory assets under management, has recently announced the addition of Lauren Garner as their newest Managing Director. With a strong background in wealth management and over two decades of experience, Garner will be based in Los Angeles and will focus on serving ultra-high-net-worth individuals and families.
Garner's impressive resume includes roles in both public and private markets, direct investing, and manager selection. Most recently, she served as the Chief Investment Officer at Mozaic, LLC where she oversaw client portfolios and investment research for the $4 billion multi-family office. Her approach to wealth management is rooted in endowment-style asset allocation and takes into consideration tax efficiency and generational planning for families.
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"We are thrilled to have Lauren join our team at IEQ Capital," said Frank McFarland, Founding Partner of the firm. "Her extensive experience as both an investor and allocator across various asset classes aligns perfectly with our platform and client philosophy. We are confident that her leadership and perspective will be a valuable asset as we continue to expand our presence in Southern California."
Prior to joining Mozaic, Garner held senior positions at Pritzker Group and Perella Weinberg Partners Agility where she advised family offices, endowments, and foundations on asset allocation strategies. She also has experience working at GoldenTree Asset Management, Tudor Investment Corporation, and Morgan Stanley where she managed hedge funds, credit investments, private capital strategies, and provided investment banking services.
Garner's expertise covers portfolio construction, investment diligence, and managing a wide range of family office needs with a focus on achieving long-term risk-adjusted outcomes. Her addition to the IEQ Capital team further strengthens their commitment to providing holistic guidance across investments, estate strategy, and long-term planning for their clients.
Garner's impressive resume includes roles in both public and private markets, direct investing, and manager selection. Most recently, she served as the Chief Investment Officer at Mozaic, LLC where she oversaw client portfolios and investment research for the $4 billion multi-family office. Her approach to wealth management is rooted in endowment-style asset allocation and takes into consideration tax efficiency and generational planning for families.
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"We are thrilled to have Lauren join our team at IEQ Capital," said Frank McFarland, Founding Partner of the firm. "Her extensive experience as both an investor and allocator across various asset classes aligns perfectly with our platform and client philosophy. We are confident that her leadership and perspective will be a valuable asset as we continue to expand our presence in Southern California."
Prior to joining Mozaic, Garner held senior positions at Pritzker Group and Perella Weinberg Partners Agility where she advised family offices, endowments, and foundations on asset allocation strategies. She also has experience working at GoldenTree Asset Management, Tudor Investment Corporation, and Morgan Stanley where she managed hedge funds, credit investments, private capital strategies, and provided investment banking services.
Garner's expertise covers portfolio construction, investment diligence, and managing a wide range of family office needs with a focus on achieving long-term risk-adjusted outcomes. Her addition to the IEQ Capital team further strengthens their commitment to providing holistic guidance across investments, estate strategy, and long-term planning for their clients.
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