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James Costabile, CAIA

Managing Director,
Head of Alternative Investments Distribution

James is a Managing Director and Head of Alternatives Investments Distribution on iCapital’s Private Wealth Solutions team. In this role, he oversees a team of regional sales and national accounts professionals that work with top registered investment advisors, financial advisors, and financial intermediaries. He and his team deliver industry leading alternative investment education, research viewpoints, and investment capabilities across hedge funds, private equity, private credit, and real estate strategies.

James brings more than 25 years of financial services experience and began working with alternative investment strategies in 1997. Over this time, he has held roles across sales, marketing, and product management at Citi / Smith Barney, Merrill Lynch and most recently, Morgan Stanley Investment Management. He graduated from Fordham University with a Bachelor of Science, holds FINRA Series 7, 24, and 66 licenses, and is a CAIA charter holder.

Structured Investments

2023 Structured Investments Insights Report: Leveraging the Flexibility of Structured Investments in an Evolving Market

HIGHLIGHTS • In 2023, structured investment (SI) sales volumes on the iCapital platform totaled a…
Investment & Market Strategy

Trading Places: Mapping the Impact of Alts in a Traditional Portfolio

KEY TAKEAWAYS • Historical analysis shows that a 20% allocation to alternative investments (alts) in…
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