Kevin Schaffert Caia

Kevin Schaffert has an extensive work experience in the financial services industry. Kevin is currently working at iCapital Network as the Vice President - Enterprise Solutions, where they are responsible for managing national account partnerships across the wealth management channel. Kevin'steam focuses on helping regional banks, independent broker/dealers, and RIAs enhance their alternative investment offerings through a digital technology platform.

Before joining iCapital Network, Kevin worked at CION Investments for over a decade. During their time there, they held various roles, including Vice President in the National Accounts Group. Kevin played a key role in managing important accounts within the private wealth management space and supported successful capital raises for Apollo Global and Ares Management. Additionally, Kevin served as a Regional Director and a Product Specialist for alternative investments. Kevin began their career at CION Investments as an Analyst in private credit.

Overall, Kevin Schaffert has a comprehensive background in relationship management, alternative investments, and capital raising in the financial sector.

Kevin Schaffert, CAIA, attended Pace University - Lubin School of Business, although the specific dates and field of study are not mentioned. Kevin also completed a Bachelor of Business Administration, without specified dates or field of study, at Pace University. In addition to their academic qualifications, Kevin obtained the Chartered Alternative Investment Analyst (CAIA) certification from the CAIA Association in March 2013. It is not stated if they obtained the FINRA Series 63 - Uniform Securities Agent State Law Examination or the FINRA Series 7 - General Securities License.