Matthew M Vinson
Investment adviser representative at Ieq Capital, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$56.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Ieq Capital, LLCMay 2025 to now
- Shaun Zanganeh InvestmentsMay 2023 to May 2025
- Atlassian IncApr 2022 to May 2023
- Generate CapitalApr 2021 to Apr 2022
- E&yJan 2021 to Apr 2021
- UnemployedAug 2019 to Jan 2021
- YieldstreetApr 2019 to Aug 2019
- Deutsche BankJun 2012 to Apr 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ieq Capital, LLC
$56.8BAssets managed
2,309Clients
197Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6334204
- Firm CRD
- 301819