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Jason Broder

Managing Director,
Head of iCapital Solutions

Jason Broder is a Managing Director at iCapital and Head of iCapital Solutions, the team responsible for market development and enterprise sales across all client accounts, and for the delivery of iCapital’s product and technology-enabled solutions for alternative investments, structured investments, and annuities. With a focus on education, product selection, portfolio analytics, lifecycle management, and workflow tools, Jason leads the iCapital Solutions team through the development of digital wealth management experiences that financial professionals have never before had access to. He is also a member of the company’s Operating Committee.

For more than ten years, Jason’s career has been dedicated to the notion that uniting cutting-edge technology with the expertise of industry leaders would empower advisors to better serve their clients. He previously served as the Chief Executive Officer of SIMON Markets LLC, a financial technology company acquired by iCapital, Inc. in August 2022. Recognizing an industry-wide gap in the education and life cycle management of structured investment products, Jason spearheaded the creation of the SIMON platform in 2012 from the Structured Investments desk at Goldman Sachs. He was responsible for the development and rollout of the platform for the six years leading up to SIMON’s formation as an independent company—and multi-issuer platform—in 2018.

Previously, Jason served as a Managing Director at Goldman Sachs and was Head of the Private Investor Products Group in the Americas, which focused on the creation and distribution of structured investments to Goldman Sachs’ Private Wealth Management clients and third-party distributors. He joined Goldman Sachs in 2002, initially focused on structuring derivatives for high-net-worth clients.

Jason earned a BS in Economics and a BS in Biology from MIT and holds FINRA Series 7, 9, 10, 24, 57, and 63 securities licenses.

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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