This document provides the educational background and business experience of John C. Robertshaw, a co-founder and special advisor to iCapital Advisors, LLC. It details his previous roles at Credit Suisse and Salomon Brothers, his educational background, and his current advisory role at iCapital Network. The document also confirms that Mr. Robertshaw has no disciplinary history and outlines his supervision by Mr. Michael Stanton, iCapital's CCO.
doj/DataSet10/EFTA01393227.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-0098717","SDNY_GM_00244901","EFTA01393227"]}