Katie Umile
CEO at iCapital
- Role
- CEO at Icapital, Llc
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
CEO
Aug 2002 — Present · Boston, MA, US
iCapital is a fiduciary consultant providing comprehensive, fee-based investment management and high-touch service to qualified retirement plans. The firm operates on three fundamental principles: independence, integrity and innovation. These principles are incorporated into all of the firm’s practices as well as management of client assets. iCapital’s investment philosophy is firmly rooted in the Nobel-prize winning tenets of Modern Portfolio Theory (MPT), which espouses that for any given level of risk there is a portfolio that generates the optimum rate of return. As an acknowledged qualified fiduciary adviser, iCapital monitors client needs and provides them with access to the appropriate combination of financial, ERISA and technology resources. The firm recently obtained certification from the Centre for Fiduciary Excellence (CEFEX), an independent global assessment and certification organization.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.