Joseph Larizza

Managing Director

Joseph Larizza is an accomplished finance executive with over 15 years of experience leading strategic initiatives and driving business growth across the financial services industry. In his current role as Managing Director at iCapital, he is responsible for overseeing the firm's operations, implementing innovative investment solutions, and fostering collaborative partnerships to expand the company's reach and impact.

Professional Experience

Current Roles

Managing Director, iCapital (2024-05-01 to Present)

• Provides strategic leadership and operational oversight for the firm's growing investment platform and client service offerings

• Spearheads the development and deployment of cutting-edge technology solutions to enhance the client experience and drive operational efficiency

• Fosters collaborative partnerships with leading financial institutions to broaden access to alternative investment opportunities

CEO & President, Mirador, Inc. (2015-08-01 to Present)

• Guides the overall vision, strategic direction, and day-to-day operations of this financial technology company

• Leads the development and implementation of innovative software and digital solutions to streamline investment management and advisory services

• Oversees the expansion of Mirador's client base and revenue growth across multiple market segments

Founder, Monomoscoy, Inc. (2016-08-01 to Present)

• Established this advisory firm to provide tailored investment and wealth management services to high-net-worth individuals and family offices

• Leverages deep industry expertise and a robust network to deliver customized financial strategies and alternative investment opportunities

Previous Experience

Chief Administrative Officer, Fieldpoint Private (2008-11-01 to 2017-02-01)

• Played a pivotal role in driving the firm's strategic initiatives, including the development of new product offerings and the optimization of operational processes

• Spearheaded the implementation of advanced technology systems to enhance the client experience and improve data-driven decision-making

Director, Credit Suisse (2003-08-01 to 2008-11-01)

• Served as a key member of the institutional asset management team, responsible for portfolio management, client relationship development, and complex transaction structuring

Education

• MBA, Finance, New York University Stern School of Business

• B.S., Economics, University of Pennsylvania

Areas of Expertise

• Alternative investments

• Wealth management and family office advisory

• Financial technology and digital transformation

• Institutional asset management and client service

• Strategic planning and operational optimization

• Collaborative partnership development

Professional Impact

• Recognized as a thought leader in the alternative investment space, frequently invited to speak at industry conferences and events

• Instrumental in the successful launch and rapid growth of Mirador, Inc., tripling the firm's client base and revenue within three years

• Spearheaded the development and implementation of cutting-edge technology solutions at Fieldpoint Private, significantly enhancing the client experience and operational efficiency

Conclusion

With his exceptional track record of success, broad industry expertise, and visionary leadership, Joseph Larizza is well-positioned to continue driving innovation and growth within the financial services sector. His deep understanding of alternative investments, wealth management, and financial technology, combined with his proven ability to execute strategic initiatives and foster collaborative partnerships, make him a valuable asset to the organizations he serves.