Jeff McGoey, CFA, CAIA in

Jeff McGoey, CFA, CAIA

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Chief Operating Officer at iCapital
📍 New York City Metropolitan Area, United States

Jeff McGoey is the Chief Operating Officer at iCapital, specializing in alternative investments and specialty assets. With a long career at Bank of America and Merrill Lynch, he holds both CFA and CAIA charters. Colleagues note his solid work ethic and intellectual curiosity.

Outside of work, Jeff is a committed runner, having participated in the New York City marathon. He leverages this passion for philanthropy, actively fundraising for causes that are personally important to him, such as autism awareness.

Jeff ran the NYC marathon to raise money and awareness for Autism Speaks.

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Experience
24 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Jeff shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jeff cares about

Alternative Investments
He is an experienced leader in this space, having managed alternative investment platforms at Merrill Lynch, Bank of America, and now iCapital.
Scaling Operations
As COO, he is focused on scaling operations and elevating execution, highlighted by his recent hiring initiatives for leaders in business excellence and strategic development.
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Career

Work history

2-2025
Chief Operating Officer
iCapital
6-2023 - 2-2025
Managing Director, Chief Operating Officer - Investment Solutions Group
Bank of America
5-2021 - 2-2024
Managing Director, Head of the Specialty Asset Management Group at Bank of America
Bank of America
5-2019 - 9-2021
Managing Director, COO - Alternative Investments and Specialty Asset Management
Bank of America
8-2013 - 5-2019
Managing Director / Head of Alternative Investments Platform Management
Merrill Lynch
In the press

Media appearances

Jeff McGoey – Chief Operating Officer, iCapital. Featured in iCapital (Company Website)
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Education
1994 - 1998
BA
Rutgers University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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