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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.

Related Posts

iCapital® will Acquire Citi Wealth’s Alternative Investments Feeder Platform and will also Provide an End-to-End Technology Solution for All Alternative Investment Structures
Press Releases

iCapital® will Acquire Citi Wealth’s Alternative Investments Feeder Platform and will also Provide an End-to-End Technology Solution for All Alternative Investment Structures

iCapital will also assist with global sales and service enablement through a team dedicated to Citi Wealth to support the growth of Citi’s alternatives program.
May 13, 2025
NEW YORK — (NEWS WIRE) — iCapital1, the global fintech platform transforming the world’s investment industry for better outcomes, and Citi today announced that iCapital is acquiring from Citi one…
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Goldman Sachs Asset Management Introduces New Custom Model Portfolio Capabilities Combining Public and Private Investments

Custom public-private model portfolios will be available to Registered Investment Advisors in partnership with GeoWealth and iCapital
May 6, 2025
(New York, NY) – Goldman Sachs Asset Management (GSAM) today announced they are now offering total portfolios of public and private investments in a single account for Registered Investment Advisors…
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Unlocking alts opportunities

Innovation in technology and product development is helping to widen access and bring efficiency to private markets investing, says iCapital chairman and CEO Lawrence Calcano
May 1, 2025
The following interview was first featured on Private Equity International. Q: Just how big is the democratisation opportunity for private markets fund managers? Lawrence Calcano: The industry is looking at…