David Russo

Managing Director,
Key Account Manager

David is a Managing Director and Key Account Manager at iCapital where he is responsible for managing the development and implementation of platform partnerships with financial intermediaries such as broker/dealers, investment advisory firms, and general partners. Prior to joining iCapital, he was COO of Assets & Investments at Credit Suisse Private Banking Americas, where he was responsible for driving cross-product business development along with leading the consolidation and growth strategy for the firm’s investment advisory offerings. Prior to Credit Suisse, David was a Director in the Managed Solutions Group at Bank of America Merrill Lynch, where he headed the firm’s $200 billion Rep-As-Advisor investment advisory platform. Prior to Merrill Lynch, he was a Vice President at Morgan Stanley Wealth Management, where he served as Program Manager of the Rep-As-Advisor platform. David holds FINRA Series 7, 24, and 66 licenses, and a BS in Business Administration with concentrations in Accounting & Finance from Georgetown University.


Seven Critical Considerations Selecting a Private Equity Manager

| Education, Private Equity
Choosing the right private equity manager is crucial in the private markets industry, where the return dispersion is massive. A growing number of individual investors have been taking a closer...

The Growing Advantages of Scale in a Maturing Private Equity Market

| Private Equity
KEY TAKEAWAYS • For the decade from 2010 to 2019, large buyout funds outperformed all other fund size cohorts across a variety of metrics, including pooled and median returns. •…