This document is a Form ADV Part 2B for John C. Robertshaw, detailing his educational background, business experience, and other professional information. Mr. Robertshaw is a co-founder and special advisor to iCapital Advisors, LLC, and has a significant history with Credit Suisse Securities and Donaldson, Lufkin & Jenrette. The document confirms that Mr. Robertshaw has no disciplinary history and outlines his current roles and supervision.
documents/EFTA01386517.pdf
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