EFTA01389606.pdf

DataSet-10 1 page 251 words document
👁 1 💬 0
📄 Extracted Text (251 words)
GLDUSI32 Eyed/Vetch Financial iCapital Advisors. LLC Form ADV Part 28 Eileen Duff Blalock Educational Background and Business Experience Ms. Blalock is a member of iCapital Advisor's investment committee. Ms. Blalock is Managing Partner and Head of Distribution for iCapital Network where she is responsible for sales, relationship management and investor relations supporting the RIA, broker-dealer, private banking and family office communities. Prior to joining iCapital, Eileen was Head of Alternative Investments, North America at Credit Suisse, where she built and oversaw the origination and distribution functions for private equity, hedge funds, managed futures, real estate and other key alternative asset classes. Previously. Ms. Blalock was with Donaldson, Lufkin & Jenrette where she was responsible for global marketing in the private client group. She is a graduate of University of Delaware and holds FINRA Series 7 and 24 licenses. Disciplinary Information Ms. Blalock has not been the subject of any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of iCapital Advisors are instructed to put client interest first at all times. Additional Compensation None Supervision Mr. Michael Stanton, iCapital's CCO, supervises Ms. Blalock for compliance purposes. Mr. Stanton's contact information can be located on the cover page to this ADV 2B. CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0093969 CONFIDENTIAL SDNY_GM_00240153 EFTA01389606
ℹ️ Document Details
SHA-256
64c7e68f301b19a767cedaa6d418f26636defa160999d701c2dbe4c015a09839
Bates Number
EFTA01389606
Dataset
DataSet-10
Type
document
Pages
1

Community Rating

Sign in to rate this document

📋 What Is This?

Loading…
Sign in to add a description

💬 Comments 0

Sign in to join the discussion
Loading comments…
Link copied!