Jeff McGoey Email & Phone Number
Chief Operating Officer @ iCapital
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Jeff McGoey Location
- New York, NY, US
Jeff McGoey Work
- Chief Operating Officer @ (February 2025 - Present)
- Managing Director, Chief Operating Officer - Investment Solutions Group @ (June 2023 - February 2025)
- Managing Director, Head of the Specialty Asset Management Group at Bank of America @ (May 2021 - February 2024)
- Managing Director, COO - Alternative Investments and Specialty Asset Management @ (May 2019 - September 2021)
- Managing Director and Head of Alternative Investments Platform Management @ (August 2013 - May 2019)
- Director, Alternative Investments Platform Oversight @ (July 2010 - August 2013)
- Vice President, IQ Investment Advisors @ (April 2008 - July 2010)
- Vice President @ (July 2004 - April 2008)
- Assistant Vice President, Executive and Equity Plans @ (September 2001 - July 2004)
Jeff McGoey Education
- Rutgers University
BA (Economics)
1994-1998
Jeff McGoey Skills
- Series 7
- Asset Management
- Auditing
- Equities
- Alternative Investments
- Mutual Funds
- Investments
- Financial Risk
- Project Management
- Hedge Funds
- Wealth Management
- Fixed Income
- Leadership
- Audit
- Portfolio Management
- Business Development
- Banking
- Microsoft Office
Jeff McGoey Summary
- Jeff McGoey, based in New York, NY, US, is currently a Chief Operating Officer at iCapital. Jeff McGoey brings experience from previous roles at Bank of America and Merrill Lynch. Jeff McGoey holds a 1994 - 1998 BA in Economics @ Rutgers University. With a robust skill set that includes Series 7, Asset Management, Auditing, Equities, Alternative Investments and more. Jeff McGoey has 2 emails and 1 mobile phone numbers on RocketReach.
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