Robert Worthington, CFA

Managing Director,
Independent Wealth Solutions

Robert is a Managing Director and Head of Independent Wealth Solutions at iCapital. He brings to the role a broad array of alternative investment experience in the areas of sales, sales management, investment products, and general company management. Prior to joining the firm, he held senior positions at Brookfield Asset Management, Hatteras Funds, JPMorgan Asset Management, and Undiscovered Managers. Robert has been actively involved in the creation, structuring, and sales of alternative investment products since 2001. He obtained a BA from the University of Wisconsin-Madison, an MBA from the University of Pittsburgh, and holds FINRA Series 7, 24, and 63 licenses.

EDUCATION

Comparing Registered Private Investment Funds with Mutual Funds and Private Equity

Registered private investment funds such as tender offer funds, interval funds, and non-traded business development…
BLOG

How Private Capital Gained a Sustainable Advantage in Financing the New Economy

Over the past 20 years, private equity and venture capital firms have created a virtuous…