NEW YORK — (BUSINESS WIRE) — iCapital Network, an online platform that provides high-net-worth investors and their advisors with streamlined access to a curated selection of private investments, announced today the addition of three senior members to the distribution team. Eileen Duff joins the firm as Head of Distribution from Credit Suisse, where she was Head of Alternative Investments, North America. Peter Montgomery, most recently with the Alternative Investments group at Credit Suisse, and Ryan Van Geons, most recently Vice President with Fidelity Investments, both join as senior members of the Distribution team.
“We are extremely pleased to welcome Eileen, Peter and Ryan, each of whom brings a wealth of experience to our already well-established Distribution team,” said Lawrence Calcano, Managing Partner of iCapital.
“Eileen’s decades of leadership experience make her a perfect fit to assume responsibility for our accelerating business development efforts. At the same time, we will benefit tremendously from Peter and Ryan’s extensive networks and expertise as we expand our offerings to bring compelling private equity and hedge fund opportunities to the high-net-worth market. Collectively, all three professionals share our unwavering commitment to offering the best alternative investment products, and bring an energy and willingness that fit perfectly with our dynamic team,” Calcano said.
Ms. Duff will lead the firm’s strategic distribution and sales activities with an emphasis on expanding the pool of private equity and hedge fund offerings available to high net worth individuals, family offices, wealth advisory professionals and other sophisticated investors.
“The iCapital offering for the high net worth community is unmatched, and I look forward to leading this team and continuing to build its unparalleled network of alternative investments,” said Duff.
Ms. Duff joins from Credit Suisse, where she was Managing Director and Head of Alternative Investments for Private Banking North America. Ms. Duff joined Credit Suisse in 2000 when the Bank merged with Donaldson, Lufkin & Jenrette (DLJ), where she was responsible for global marketing for the Private Client Group. She joined DLJ in 1996 to develop a graduate recruiting program as well as sales training for both newly hired MBA associates and lateral hires.
Peter Montgomery joins iCapital as a Senior Vice President in the Distribution team. He will work with Ms. Duff on iCapital’s business development efforts with particular emphasis on broker-dealers, wealth management firms and private banks. With over 16 years of experience, Mr. Montgomery was previously a member of the Alternative Investments group in the Private Banking North America business of Credit Suisse Securities, where he was responsible for business development, sales and investor relations of the Alternative Investments platform including hedge funds, hedge fund of funds, private equity and real estate. Previously, Mr. Montgomery was a member of both the Client Management and Portfolio Management teams in the Volaris Volatility Management group within Credit Suisse Asset Management. Prior to joining Volaris, he assisted in establishing Sunstreet Corporation, a dedicated family office responsible for providing wealth management and advisory services, and prior to this worked in the Private Client Services group of Donaldson, Lufkin & Jenrette.
Ryan Van Geons
Ryan Van Geons joins iCapital as a Senior Vice President in the Distribution team. He will work with Ms. Duff with a particular focus on RIAs and family offices. With over 17 years of experience, Mr. Van Geons joins iCapital from Fidelity Investments, where he most recently served as Vice President of Alternative Investment Product Consulting, where he oversaw key platform solutions for the registered investment advisors, broker-dealers, family offices and other institutional clients of Fidelity Custody and Clearing Solutions. Mr. Van Geons also held roles as Director of Alternative Investment Product Management, Project Manager for breakaway RIAs and various positions within Fidelity’s retail high net-worth business. Prior to Fidelity, he worked in private wealth management roles with Dean Witter Reynolds and Salomon Smith Barney.
About iCapital Network
iCapital Network is a financial technology platform that provides simplified access to alternative investments. The state-of-the-art online platform offers a curated selection of private equity funds and hedge funds, extensive due diligence support and powerful research tools to a private member network of qualified investors, family offices, registered investment advisors and broker-dealers. iCapital’s end-to-end solution streamlines and automates the investment process with electronic subscriptions, capital calls, distributions and redemptions, fund statements, and user-friendly investor and tax reporting. Visit www.icapitalnetwork.com for more information.
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Disclosures: This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security offered by iCapital. Past performance is not indicative of future results. Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. An investment in an alternative investment entails a high degree of risk and no assurance can be given that any alternative investment fund’s investment objectives will be achieved or that investors will receive a return of their capital. The information contained herein is subject to change. Securities may be offered through iCapital Securities, LLC, a registered broker dealer, member of FINRA and SIPC and subsidiary of Institutional Capital Network, Inc. iCapital is a registered trademark of Institutional Capital Network, Inc. All rights reserved.