Professional Summary
Professional Overview
Brett Rothberg is an experienced professional with a diverse background in sales, account management, and talent acquisition. As an Associate in the Alternative Solutions team at iCapital, he leverages his expertise to deliver tailored investment solutions to high-net-worth individuals and institutional clients.
Experience Summary
Current Role
As an Associate at iCapital, Brett is responsible for providing comprehensive alternative investment advisory services to a growing client base. He collaborates closely with the sales and investment teams to identify suitable investment opportunities, conduct due diligence, and present personalized recommendations. Through his exceptional client service and strategic problem-solving, Brett has consistently exceeded client expectations and contributed to the firm's continued growth.
Career Progression
Prior to joining iCapital, Brett held various sales and business development roles, including Corporate Account Executive at Parallel Markets (acquired by iCapital) and Enterprise Account Executive at Flex Technology Group. In these positions, he demonstrated a strong track record of driving revenue growth, building lasting client relationships, and implementing effective sales strategies. Earlier in his career, Brett gained valuable experience as a Sales Development Representative at BrightEdge and as a Technical Recruiter and Business Development professional at Quantitative Systems.
Academic Background
Brett holds a bachelor's degree in Business Administration from the University of Southern California, where he graduated with distinction.
Areas of Expertise
- Alternative investment solutions
- Client relationship management
- Consultative sales and account management
- Financial analysis and investment due diligence
- Talent acquisition and business development
Professional Impact
Throughout his career, Brett has consistently delivered measurable results for his clients and employers. At iCapital, he has been instrumental in expanding the firm's alternative investment offerings, leading to a significant increase in client assets under management. His ability to identify innovative investment opportunities and tailor solutions to meet client needs has earned him a reputation as a trusted advisor within the industry.
Conclusion
With a strong track record of success and a deep understanding of the alternative investment landscape, Brett Rothberg is poised to continue driving growth and delivering exceptional value to iCapital's clients. His versatile skill set, combined with his passion for the industry, makes him a valuable asset to the firm and a respected professional in the field of alternative investments.
