Stephen Vali

Stephen Vali

Senior Vice President
Atlanta, Georgia, United States

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Work Experience

iCapital

Senior Vice President

2024-01-01 - Present

SIMON Markets LLC

Senior Relationship Manager - RIA (Acquired by iCapital)

2022-01-01 - 2023-01-01

PlanGap

Senior Vice President

2021-01-01 - 2021-10-01

Western & Southern Financial Group

Sr. Regional Vice President - External Wholesaler

2010-12-01 - 2021-01-01

U.S. Bank

Associate Financial Advisor

2006-03-01 - 2009-03-01

Skills

saas financial services marketplaces finance information technology enterprise software software hnw fundraising platform alternative investments private equity & hedge funds private investor network private access vehicles custom fund solutions private credit

Languages

English