David R.

David R. is a seasoned financial services professional with extensive experience in investment advisory and strategic platform development. Currently serving as Managing Director at iCapital since May 2016, David has previously held key leadership roles at Credit Suisse, Merrill Lynch, Morgan Stanley Smith Barney, Thomson Financial, Evergreen Funds, and FactSet. Notable contributions include leading the growth and reengineering of investment advisory platforms, managing high-profile fee-based advisor programs representing significant assets under management, and developing innovative financial planning tools. David holds a BSBA in Accounting & Finance from Georgetown University's McDonough School of Business.