Henrique Francisco

Critic
DISC Type : C

Chief Technology Officer, Managing Director at iCapital

New York City Metropolitan Area, United States

Overview

Henrique Francisco is the Chief Technology Officer at iCapital, bringing over 20 years of global experience in financial services technology, particularly in asset and wealth management. A graduate of NYU Stern School of Business, he is a metrics-driven leader focused on achieving business objectives through innovation and a relentless focus on the client.

Colleagues and direct reports have described him as a humble, thoroughly hands-on, and practical leader who leads from the front.

Personality Overview

Precise

Negotiator

Objective Thinker

They like to do things independently and don’t look for support from others.  They choose to analyze logically and value facts to emotions. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Fintech Innovation
As CTO of iCapital, a leading global fintech platform, he is focused on delivering innovative technology-enabled solutions for the alternative investment marketplace.
Data Management
Recently spoke on a panel about data management strategies that are revolutionizing access to high-quality data across multiple domains within asset management.
Alternative Investments Tech
His career includes leading technology for Alternative Investments at Morgan Stanley and now overseeing the technology platform for alternative investment lifecycle management at iCapital.

Media Appearances

iCapital Appoints Henrique Francisco as Chief Technology Officer. Featured in iCapital Newsroom

See Now

Henrique Francisco – Chief Technology Officer & Managing Director, iCapital. Featured in iCapital – About Us

See Now

Work History

6-2025
Chief Technology Officer, Managing Director at iCapital
6-2019 - 6-2025
Global Chief Technology Officer, Managing Director at PineBridge Investments
2-2016 - 5-2019
SVP, Head of Distribution and Client Technology at OppenheimerFunds
1-2012 - 1-2016
Managing Director, Head of Wealth Management Client Technology at Morgan Stanley
10-2010 - 1-2012
Managing Director, Head of Wealth Management Alternatives, Managed Futures and Insurance Technology at Morgan Stanley

Education

MBA from NYU Stern School of Business
BS from Universidade Estadual de Campinas

More Information

Social Presence :

Prographics :

Exp : 21 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Technology Officer, Managing Director at iCapital
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Insights For Selling To Henrique

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Tell them what ROI they can expect

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Henrique is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Henrique

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Henrique move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Henrique take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Henrique

Personality Compatibility


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