person

Joanie O’Grady

Managing Director,
Investment Communications & Monitoring

Joanie is a Managing Director and in the Investment Communications & Monitoring team at iCapital. Previously, Joanie was a Director of the US Private Equity Access Fund Platform at Deutsche Bank, where she was Head of Portfolio Monitoring & Product Development and a member of the Investment Committee. Prior to joining Deutsche Bank in 2004, Joanie served in the Private Equity Fund Group at Goldman Sachs Asset Management.

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Press Releases

iCapital® Launches Multi-Investment Workflow Tool to Simplify Portfolio Construction for Alternative Investments

Intuitive tool streamlines the alternatives investment experience by enabling numerous investments to be processed simultaneously in one place.

The latest offering integrates seamlessly with iCapital Model Portfolios.

October 10, 2024

NEW YORK — (BUSINESS WIRE) — iCapital1, the global fintech platform driving the world's alternative investment marketplace for the wealth management industry, today announced the launch of iCapital’s Multi-Investment Workflow tool. Available…

Media

iCapital Rolls Out Streamlining Tool for Advisors Accessing Multiple Investments

October 10, 2024

WM: iCapital Rolls Out Streamlining Tool for Advisors Accessing Multiple Investments

Announcements

Blue Trust Celebrates $1 Billion Invested in Alternatives on iCapital® Platform

Milestone highlights growing interest among independent wealth firms and their high-net-worth clients for alternative investments

September 24, 2024

New York, NY — Blue Trust, a wealth management and trust services firm, today announced a significant milestone in its relationship with iCapital1, the global fintech platform driving access to…

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Joanie O’Grady

Managing Director,
Investment Communications & Monitoring

Related Posts

iCapital® Launches Multi-Investment Workflow Tool to Simplify Portfolio Construction for Alternative Investments

iCapital Rolls Out Streamlining Tool for Advisors Accessing Multiple Investments

Blue Trust Celebrates $1 Billion Invested in Alternatives on iCapital® Platform

iCapital Platforms

Solutions

Learn

Invest

Company

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Joanie O’Grady

Managing Director, Investment Communications & Monitoring

Related Posts

iCapital® Launches Multi-Investment Workflow Tool to Simplify Portfolio Construction for Alternative Investments

iCapital Rolls Out Streamlining Tool for Advisors Accessing Multiple Investments

Blue Trust Celebrates $1 Billion Invested in Alternatives on iCapital® Platform

iCapital Platforms

Solutions

Learn

Invest

Company

Subscribe

Managing Director,
Investment Communications & Monitoring