Skip to main content
search

TEAM

Board Observers

Jeremy Beal

Managing Director, Head of Alternative Investments,
Morgan Stanley

team-person-blank

Shane Clifford

Managing Director-Partner,
Carlyle Wealth Management

team-person-blank

Rob Coltrin

Director of Business Strategy,
Global Alternative Investments,
Wells Fargo

Stephanie-Drescher

Stephanie Drescher

Chief Client & Product Development Officer, Client & Product Solutions at Apollo Global Management

Steven Glenn

Steven G. Glenn

Managing Director,
Warburg Pincus

Jaime Hildreth

Jaime Hildreth

Partner,
WestCap Group

Rachel Jacobs

Rachel Jacobs

Managing Director, Head of Client Solutions,
AMG

Dinkar Jetley

Co-Founder,
Pivot Investment Partners

Jamie Kramer

Jamie Kramer

Managing Director, Head of Alternatives Solutions Group,
JP Morgan Asset Management

Jeff Masom

Jeff Masom, CFA®

Head of U.S. Distribution,
Franklin Templeton

Jeff McGoey

Jeff McGoey

Managing Director, COO, Investment Solutions Group, Merrill and Bank of America Private Bank of America

Jerry Pascucci

Managing Director, Head of Global Alternative Investment Solutions, Global Wealth Management, UBS

Phil Pool

iCapital Co-Founder,
Private Investor

John Robertshaw

John Robertshaw

iCapital Co-Founder, Chairman and Co-Founder,
Aviditi Advisors

team-person-blank

Hartley Rogers

Chairman and Member of the Investment Committee,
Hamilton Lane

team-person-blank

Adam Siegler

Head, Retail Client Segment, Global Markets Division,
Goldman Sachs

Dan Vene

Dan Vene

Co-Founder & Managing Partner,
Co-Head iCapital Solutions, iCapital

Nick Veronis

Nick Veronis

Co-Founder & Managing Partner,
Head of Portfolio Management, iCapital

Alisa Amarosa Wood

Alisa Amarosa Wood

Kohlberg Kravis Roberts & Co., Partner, Head of Private Markets Strategy and Products