David Russo

Managing Director,
Head of Enterprise Integration

David is a Managing Director and Head of Enterprise Integration at iCapital Network where he is responsible for managing the development and implementation of platform partnerships with financial intermediaries such as broker/dealers, investment advisory firms, and general partners. Prior to joining iCapital, he was COO of Assets & Investments at Credit Suisse Private Banking Americas, where he was responsible for driving cross-product business development along with leading the consolidation and growth strategy for the firm’s investment advisory offerings. Prior to Credit Suisse, David was a Director in the Managed Solutions Group at Bank of America Merrill Lynch, where he headed the firm’s $200 billion Rep-As-Advisor investment advisory platform. Prior to Merrill Lynch, he was a Vice President at Morgan Stanley Wealth Management, where he served as Program Manager of the Rep-As-Advisor platform. David holds FINRA Series 7, 24, and 66 licenses, and a BS in Business Administration with concentrations in Accounting & Finance from Georgetown University.

sailboat-on-high-seas
BLOG

The S&P 500 Just Blinked — As Hedge Funds Had Adjusted

The “real” story behind the fall in 10-year Treasury yields and the S&P 500 The…
media-0321-07
PRESS RELEASES

UBS, Envestnet and iCapital Network® Leverage Technology and Investment Prowess to Expand Alternative Investment Offering

CHICAGO & NEW YORK — (PR NEWSWIRE) — UBS (NYSE: UBS), Envestnet (NYSE: ENV), and…