This document provides the educational background and business experience of John C. Robertshaw, a Special Advisor to iCapital Network and iCapital Securities, LLC. It outlines his previous roles at Credit Suisse and Salomon Brothers, his educational background, and confirms no disciplinary actions against him. It also details his supervision by Michael Stanton, iCapital's CCO.
doj/DataSet10/EFTA01391925.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-0097044","SDNY_GM_00243228","EFTA01391925"]}