Jeffrey Frenzilli is an accomplished finance professional with extensive experience in client reporting and relationship management. Currently serving as Assistant Vice President at iCapital since May 2024, Jeffrey previously held various positions at Mirador, Inc. from October 2019 to May 2024, including Associate Vice President in Reporting and Client Advocate. Prior to that, Jeffrey was Client Coordinator at Rockit Solutions, LLC, where responsibilities included client onboarding, maintaining client relationships, and managing reporting needs for diverse financial entities. Experience also includes an Analyst position at InterSec Research, focusing on performance analysis and investment research, as well as an internship at Merrill Lynch assisting in wealth management. Jeffrey earned a Bachelor of Applied Science in Finance from Fairfield University in 2012.
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