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Management Committee

Lawrence Calcano

Chairman & CEO

Jason Broder

Managing Director,
Chief Product Officer

Chris Piazza

Managing Director,
Chief Technology Officer

Steve Houston

Managing Director,
Head of Enterprise Solutions

Dan Vene

Co-Founder & Managing Partner,
Head of Investment Solutions

Eileen Duff Blalock

Managing Partner,
Chief Client Success Officer

Marco Bizzozero

Managing Director,
Head of International

Michael Kushner

Managing Partner,
Chief Financial Officer

Jennifer Ashley

Managing Director,
Chief People Officer

Stephen Jacobs

Managing Director,
General Counsel

Operating Committee

Nick Veronis

Co-Founder & Managing Partner,
Head of Portfolio Management

John Scarpato

Managing Director,
Head of Alternative Investments and Cross Platform

Gary Owen

Managing Director, Chief Information Security Officer, Head of Risk Management and Corporate Services

Timur Kocaoglu

Managing Director,
Chief of Staff

Anastasia Amoroso

Managing Director,
Chief Investment Strategist

Adrian Czebiniak

Managing Director,
Chief Data Officer

Kunal Shah

Managing Director,
Head of Private Asset Research & Model Portfolios

Mike November

Managing Director,
Chief Scientist

Madeleine Dowling

Managing Director,
Head of Regulatory & Compliance

Filipe Dias

Managing Director,
Platform Engineering

Tom Slocock

Managing Director,
Head of International Product & Origination

Product

Lindsay Obenhaus

Managing Director,
Platform Investment Products

Bekka Capuano

Managing Director,
Integrated Offerings

Young Yoo

Managing Director,
Operations Product

Weidong Jin

Managing Director,
Portfolio Analytics

Dan Spector

Managing Director,
Client Architecture Solutions

Bien Ngo

Managing Director,
Distributed Ledger Technology

Jas Rangi

Managing Director,
Implementation Specialists

Helena Sousa

Managing Director,
Implementation Specialists

Technology

Milan Rikic

Managing Director,
Platform Engineering

Pranav Gandhi

Managing Director,
Technology Architecture

Pedro Oliviera

Managing Director,
Technology Architecture

Arvind Pai

Managing Director,
DevOps

David Romee

Senior Vice President,
Head of Software Configuration Management

Ginger Chang, CFA

Managing Director,
Head of AI and Machine Learning

Cheryl Goodnow

Managing Director,
Head of Data Products and Services

Investment Solutions

James Costabile

Managing Director,
Head of Alternative Investments Distribution

Peter Horacek

Managing Director,
Head of Structured Investments Distribution

Joseph Burns

Managing Director,
Head of Hedge Fund Research

Courtney Morgan

Senior Vice President,
Education

Joanie O'Grady

Managing Director,
Investment Communications & Monitoring

Michael Keogh

Managing Director,
Product Development

Grace Kim

Managing Director,
iCapital Marketplace

Adam Carta

Managing Director,
iCapital Marketplace

Enterprise Solutions

David Russo

Managing Director,
Wealth Managers

Ihor Szeremeta, CFA

Managing Director,
Asset Managers

Jillian Altamura

Managing Director,
Platform Partnerships

Joe Giordano

Managing Director,
Structured Investments

Scott Beshany

Managing Director,
Annuities

Client Success

Gail Wygoda

Managing Director,
Fund Origination

Sean Nicolosi

Senior Vice President,
Head of Client Operations and Support

Lauren Marks

Senior Vice President,
Head of Investor Relations

Andrea Capeci

Managing Director,
Private Capital Fund Finance

Alexander Gurevich

Managing Director, Private Capital Fund Finance

Kyle Hartley

Managing Director, Head of Hedge Fund Finance

Kendall Dwyer

Managing Director,
Head of Client Success International

Meleina Richardson

Senior Vice President,
Head of Vendor Management

Justin Lioi

Senior Vice President,
Head of Business Process Management

International

Edwin Chan

Managing Director,
Head of Asia and Head of Client Solutions Asia

Manuel Faccio

Managing Director,
Head of Client Solutions, Europe

Vanda de Jesus

Managing Director,
Head of Portugal

Wes Sturdevant

Managing Director,
Head of Client Solutions, Americas

Theresa Boehler

Senior Vice President,
Head of Marketing International

Performance and Risk Management

Brett Scholnick

Managing Director,
Chief Accounting Officer, Head of Corporate Finance

Lyman Hawbaker

Managing Director,
Strategic Initiatives and Capital Raising

Rui Guerra

Senior Vice President,
International Business Controller

Timothy Lee

Managing Director,
Head of Business Management & Operations, APAC

People

Deborah Wheelock

Managing Director,
Global Head of Talent

Rachel Cheeks-Givan

Senior Vice President,
Diversity, Equity, Inclusion and Belonging

Legal and Compliance

Jenny Lee

Managing Director,
International Legal Counsel

Michael Stanton

Managing Director,
Deputy General Counsel

Janine Canham

Managing Director,
Head of International Regulatory and Business Operations

Board of Directors

Jane Atherton

Deputy Head, North America; Managing Director, Investment (Financial Services), Temasek

Lawrence Calcano

Chairman and CEO,
iCapital Network

Ashwin Gupta

Managing Director, Growth Equity, Goldman Sachs

Donald Lacey

Chief Investment Officer,
Ping An Global Voyager Fund

Jaime Magyera

COO and Head of Strategy, US Wealth Advisory,
BlackRock

Scott Mitchell

Managing Director, Global Co-head of Equity Derivatives Sales and Structured Investments Distributor Marketing (SIDM) for J.P. Morgan’s Corporate & Investment Bank

Todd Myers

Senior Managing Director and COO Private Wealth Solutions,
The Blackstone Group

Agnes Bundy Scanlan

President, The Cambridge Group

Board Observers

Gregory Baecher

Managing Director,
Warburg Pincus LLC

Jeremy Beal

Managing Director, Head of Alternative Investments,
Morgan Stanley

Rob Coltrin

Director of Business Strategy,
Global Alternative Investments, Wells Fargo

Stephanie Drescher

Chief Client & Product Development Officer, Client & Product Solutions at Apollo Global Management, Inc.

Nancy Fahmy

Managing Director, Head of Alternative Investments, Merrill and Bank of America Private Bank

Paul Ferraro

Managing Director,
Global Head of Carlyle Private Wealth

Jaime Hildreth

Partner,
WestCap Group

Dinkar Jetley

Co-Founder,
Pivot Investment Partners

Kenny King

Managing Director,
BNY Mellon Asset Servicing

Jamie Kramer

Managing Director, Head of Alternatives Solutions Group,
JP Morgan Asset Management

Jeff Masom, CFA®

Head of U.S. Distribution,
Franklin Templeton

Jerry Pascucci

Managing Director, Head of Global Alternative Investment Solutions, Global Wealth Management, UBS

Phil Pool

iCapital Co-Founder,
Private Investor

John Robertshaw

iCapital Co-Founder, Chairman and Co-Founder, Aviditi Advisors

Hartley Rogers

Chairman and Member of the Investment Committee,
Hamilton Lane

Michael Rongetti

Head of Asset Management America’s, Global Head of Investment and Partnerships, Credit Suisse

Adam Siegler

Head, Retail Client Segment, Global Markets Division, Goldman Sachs

Dan Vene

Co-Founder and Head of Investment Solutions, iCapital Network

Nick Veronis

Co-Founder & Managing Partner,
Head of Portfolio Management, iCapital Network

Tom Wojcik

Chief Financial Officer, Affiliated Managers Group (AMG)

Alisa Amarosa Wood

Kohlberg Kravis Roberts & Co., Partner, Head of Private Markets Strategy and Products

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