ICONIQ Capital, LLC

Rakesh Mehta is a financial advisor at ICONIQ Capital, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with ICONIQ Capital since 2012. ICONIQ Capital provides investment advisory and family office services to high-net-worth individuals, families, foundations, and institutional investors. The firm manages a broad range of pooled vehicles and direct asset management services, with approximately $95 billion in regulatory assets under management as of December 31, 2024.

Patrick Weisman is a financial advisor at ICONIQ Capital, LLC with 17 years of industry experience. He holds the Series 66 designation and has been with ICONIQ Capital since 2012. ICONIQ Capital provides investment advisory and family office services to high-net-worth individuals, families, foundations, and institutional investors. The firm manages a diverse range of pooled vehicles and accounts, offering asset allocation advice, portfolio management, and direct asset management with a broad client base and operational scope.

Alex Wisnewski is a financial advisor at ICONIQ Capital, LLC with 14 years of industry experience. He holds the Series 66 designation and has been with ICONIQ Capital since 2016. Prior to that, he worked at The AYCO Company, L.P./Mercer Allied from 2013 to 2016. ICONIQ Capital provides investment advisory and family office services to high-net-worth individuals, families, foundations, and institutional investors. The firm manages a diverse set of pooled vehicles and accounts, offering asset allocation advice, portfolio management, and a range of investment services across multiple client types.

Chirag Mehta is a financial advisor at ICONIQ Capital, LLC with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with ICONIQ Capital since 2014. ICONIQ Capital advises a diverse range of clients including high-net-worth individuals, families, institutional investors, and formal family office structures. The firm manages pooled vehicles and offers comprehensive investment advisory services, including asset allocation, portfolio management, and direct management of brokerage and digital-asset accounts.

Clark Osborn is a financial advisor at ICONIQ Capital, LLC with six years of industry experience and holds a Series 65 designation. His prior work history includes roles at Wake Forest University, First Republic Bank, Morgan Stanley, Roaring Gap Club, and the Summer Institute for the Gifted. ICONIQ Capital provides investment advisory and family office services to high-net-worth individuals, families, foundations, and institutional investors. The firm manages a variety of pooled vehicles and offers asset allocation advice, managed accounts, and direct asset management, serving a diverse client base that includes sovereign wealth funds, pension plans, and charitable organizations.

Daniel Netzer is a financial advisor at ICONIQ Capital, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Mid Atlantic Capital Corporation, JSF Financial LLC, and other firms. ICONIQ Capital advises a range of clients including high-net-worth individuals, families, foundations, and institutional investors. The firm offers investment advisory and family office services, manages pooled funds and direct asset accounts, and employs a diversified investment approach that includes allocations to both internal and external funds and managers.

Robert Beck is a financial advisor at ICONIQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Vista Wealth Management, Private Management Group, Bryant Stibel, Harvey and Company, Pepperdine University, and Sports Illustrated. ICONIQ Capital provides investment advisory and family office services to high-net-worth individuals, families, foundations, and institutions. The firm manages a diverse range of pooled vehicles and direct accounts, employing a broad investment approach that includes asset allocation advice, managed accounts, and use of external funds and portfolio managers.

Erin Mc Clave is a financial advisor at ICONIQ Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining ICONIQ Capital in 2025, Erin worked at Fiduciary Trust International and Franklin Templeton. ICONIQ Capital provides investment advisory and family office services to high-net-worth individuals, families, foundations, and institutional investors. The firm manages a range of pooled funds and separately managed accounts, employing a broad investment approach that includes direct asset management, use of derivatives, and collaboration with sub-advisers and third-party consultants.

William Steiner is a financial advisor at ICONIQ Capital, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at ICONIQ Capital since 2017, following prior roles at LC Advisors, Lending Club, Hewins Brokerage Services, and Hewins Financial Advisors. ICONIQ Capital advises a diverse client base including high-net-worth individuals, families, foundations, and institutional investors. The firm manages a range of pooled vehicles and separate accounts, offering services such as asset allocation advice, portfolio management, and direct management of brokerage and digital-asset accounts.

Oscar Xia is a financial advisor at ICONIQ Capital, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining ICONIQ Capital in 2021, he worked at Goldman Sachs & Co. LLC from 2018 to 2021 and has held positions at New York University, HSBC Private Bank, and Crystal Brook Advisors. ICONIQ Capital advises a range of clients including high-net-worth individuals, families, foundations, and institutional investors. The firm offers investment advisory and family office services, manages pooled vehicles and private funds, and provides asset allocation advice, portfolio management, and direct asset management across various asset classes.

Peter Bachalis is a financial advisor at ICONIQ Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with ICONIQ Capital since 2015. ICONIQ Capital provides investment advisory and family office services to high-net-worth individuals, families, foundations, and institutional investors. The firm manages a diverse range of pooled vehicles and accounts, employing a broad investment approach that includes direct asset management, managed accounts, and the use of external funds and portfolio managers.

Nicholas Olsen is a financial advisor at ICONIQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at AlphaSights and Everspire. Prior to his financial career, he was involved in family lawn care services. ICONIQ Capital advises a variety of clients including high-net-worth individuals, families, foundations, and institutions, offering investment advisory and family office services. The firm manages pooled vehicles and separate accounts, employing a broad range of strategies and serving diverse client types with approximately $95 billion in regulatory assets under management.

Divesh Makan is a financial advisor at ICONIQ Capital, LLC with 17 years of industry experience. He holds the Series 66 designation and has been with ICONIQ Capital since 2011. ICONIQ Capital provides investment advisory and family office services to high-net-worth individuals, families, foundations, and institutional investors. The firm manages a broad range of pooled vehicles and accounts, employing various strategies including direct asset management and use of external portfolio managers, serving a diverse client base that includes sovereign wealth funds, pension plans, and charitable organizations.

Christopher Savage is a financial advisor at ICONIQ Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Cambridge Associates and Boston College. ICONIQ Capital advises institutional investors and high-net-worth clients through a combination of pooled vehicles, managed accounts, and direct asset management. The firm serves a diverse client base, including families, foundations, and corporate entities, and manages approximately $95 billion in assets under management.

Jacob Biedronski is a financial advisor at ICONIQ Capital, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, and The Motley Fool, LLC. ICONIQ Capital advises a range of clients including high-net-worth individuals, families, family offices, foundations, and institutions. The firm manages pooled vehicles and offers investment advisory services, asset allocation advice, and portfolio management, with a client base that includes sovereign wealth funds, pension plans, and charitable organizations.