Sori Farsheed

Ms. Farsheed joins iCapEquity as Managing Director, Head of Distribution. This role broadens iCapEquity’s support of financial institutions, advisors, and individual investors by offering a suite of unique and innovative, public and private investment programs. Sori has spent 30 years in the financial services industry specializing in the retail distribution of investment products. Prior to joining iCapEquity, she spent six years at Bluerock, a leading institutional alternative asset manager for the launch of its first interval fund. She also developed and expanded a very client-centric relationship management department at CION Investments, another alternative investment firm for four years. Sori spent 20 years at Legg Mason Global Asset Management and Alliance Bernstein, focusing on the intermediary distribution of daily liquid packaged products.

Sori resides in a suburb of Washington DC and currently holds security licenses, FINRA series 7 &63.