Marc Paley

Managing Director,
Head of Private Wealth Solutions

Marc is head of Private Wealth Solutions at iCapital, and a member of the firm’s Executive Committee. He is responsible for the marketing and distribution of Private Funds and Structured Investments to the RIA, broker-dealer, private banking, and family office communities. Prior to joining iCapital, he was the Founder and CEO of Axio Financial, a leading distributor of Structured Investments, which was acquired by iCapital in October 2021. Marc also served as President and CEO of Beacon Trust Company, a wealth management firm in Madison New Jersey. Beacon was sold to Provident Bank (NYSE: PFS) in 2011.

Marc spent nearly 20 years at Lehman Brothers, where he was Global Head of Equity Capital Markets and Global Cash Equities. He managed a team of over 700 people worldwide in Capital Markets, Trading, Sales and Research. He was member of the firm-wide Management Committee, Global Investment Banking Executive Committee, and the Global Equities Executive Committee. Marc earned a BS from Lehigh University, where he served two terms on the University Board of Trustees and received an MBA from Columbia University.


Actionable Insights: Rates dent risk sentiment, for now

Consistent with history, the upward movement in ten-year U.S. Treasury yields – rising 50bps in…

2022 Outlook

After a blockbuster and eventful 2021, we expect 2022 to be a little slower, both…