Jeff McGoey Email & Phone Number
Chief Operating Officer @ iCapital
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Jeff McGoey Location
- New York, NY, US
Jeff McGoey Work
- 2025 -now Chief Operating Officer @
- 2023 -2025 Managing Director, Chief Operating Officer - Investment Solutions Group @
- 2021 -2024 Managing Director, Head of the Specialty Asset Management Group at Bank of America @
- 2019 -2021 Managing Director, COO - Alternative Investments and Specialty Asset Management @
- 2013 -2019 Managing Director and Head of Alternative Investments Platform Management @
- 2010 -2013 Director, Alternative Investments Platform Oversight @
- 2008 -2010 Vice President, IQ Investment Advisors @
- 2004 -2008 Vice President @
- 2001 -2004 Assistant Vice President, Executive and Equity Plans @
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 3 emails and 1 mobile phone numbers on RocketReach.
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