Alan Zafran

Senior Managing Director and Wealth Manager, First Republic Investment Management

Alan ZafranAlan Zafran is a Founding Partner and Co-CEO of IEQ Capital and has served as a financial adviser to wealthy families and institutional investors for nearly three decades. Mr. Zafran also sits on the Investment Committee at IEQ Capital.

Mr. Zafran began his career at Goldman Sachs in the Private Client Group. After seven years at Goldman Sachs, Mr. Zafran and his entire team joined Merrill Lynch, where he helped to build the Private Banking and Investment Group. In 2008, Mr. Zafran co-founded Luminous Capital, an independent Registered Investment Advisory firm. At Luminous, he served as a PortfolioManager 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. Zafran served as SeniorManagingDirector andWealthManager.

Alan was listed as one of Barron’s Top 100 IndependentWealth Advisors in 2014 and 2016 and one of Barron’s Top 100 Financial Advisors in 2018 and 2019.

Active in the community, Mr. Zafran is the Secretary / Treasurer and a member of the Board of Directors as well as the Investment Committee for the Silicon Valley Community Foundation; is a member of the Board of Directors for the Taube Philanthropies, is amember of the Board of Directors for the Shuchman Lesser Foundation, is amember of the Board of Directors for Filoli Historic House and Garden; and also serves on the Investment Committee for the Board of Trustees of the Portola Valley School Foundation Endowment. Mr. Zafran has also served on the boards of the Venture Lending & Leasing VI, Castilleja School, and the International School of the Peninsula. Among many nonprofit organizations, Mr. Zafran actively supports the Riekes Center for Human Enhancement, the Friendship Circle, the YouthAngels Foundation, andMercadoGlobal.

Mr. Zafran holds a Bachelor of Arts and Science from Stanford University, Phi Beta Kappa, and MBA from Harvard Business School.