This document provides the educational background, business experience, and other relevant information about John C. Robertshaw, a co-founder and special advisor at iCapital Advisors, LLC. It includes details about his previous roles at Credit Suisse and Salomon Brothers, his educational background, and his current role at iCapital Network. The document also states that Mr. Robertshaw has no disciplinary history and outlines his supervision and compensation details.
documents/vol00010-efta01364605-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"],"reference_numbers":["DB-SDNY-0055153","SDNY_GM_00201337","EFTA01364605"]}