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.


Direct Lending: An Attractive Alternative To Fixed Income

| Private Credit
What Is Direct Lending? Direct lending refers to privately negotiated loans or credit (oftentimes senior in the capital structure) made by non-bank lenders to privately-owned companies, many of which are…

An Introduction to Growth Equity

| Education, Private Equity
Growth equity is often described as the private investment strategy occupying the middle ground between venture capital and traditional leveraged buyout strategies. While this may be true, growth equity has...