This document provides the educational background and business experience of John C. Robertshaw, a Special Advisor to iCapital Network and iCapital Securities, LLC. It includes his previous roles at Credit Suisse and Salomon Brothers, his educational background, and his current role at iCapital. The document also states that Mr. Robertshaw has not been subject to any material legal or disciplinary events and outlines his supervision by Mr. Michael Stanton, iCapital's CCO.
documents/vol00010-efta01354091-pdf.pdf
{"title":"Form ADV Part 2B for John C. Robertshaw","key_people":["John C. Robertshaw","Michael Stanton"],"document_type":"correspondence","key_locations":["Yale University"],"document_subtype":"Form ADV Part 2B","key_organizations":["iCapital Advisors LLC","iCapital Network","Credit Suisse Securities (USA) LLC","Donaldson, Lufkin & Jenrette","Salomon Brothers","iCapital Securities LLC"],"reference_numbers":["DB-SDNY-0038685","SDNY_GM_00184869","EFTA01354091"]}