Jeff McGoey, CFA, CAIA

Evaluator
DISC Type : Csd

Chief Operating Officer at iCapital

New York City Metropolitan Area, United States

Overview

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.

Personality Overview

Fast But Analytical

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care 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.
Autism Awareness
He has a personal connection to this cause, having run the NYC marathon to raise money for Autism Speaks.

Media Appearances

Jeff McGoey – Chief Operating Officer, iCapital. Featured in iCapital (Company Website)

See Now

Work History

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

Education

1994 - 1998
BA from Rutgers University

More Information

Social Presence :

Prographics :

Exp : 24 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Operating Officer at iCapital
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jeff

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jeff take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jeff

Personality Compatibility


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