David Russo

Managing Director,
Key Account Manager

David is a Managing Director and Key Account Manager at iCapital 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.

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Unicorn Growth Blurs the Lines Between Private and Public Markets

| Private Equity
Key Takeaways An abundance of private capital continues to fuel the surging digital economy, allowing fast growing tech companies to not only avoid the public markets, but also to provide…

Alternative Investments Compendium – Q4 2020

| Hedge Funds, Private Credit, Private Equity, Real Estate
  DOWNLOAD THE COMPLETE ALTERNATIVE INVESTMENTS COMPENDIUM Q4 2020 PDF