5
Shared Docs
5
Same-Page
5 / 5
Mentions
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
and helped spearhead the firm's investment strategy in the financial software and data sector. Mr. Veronis was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter fo
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
and helped spearhead the firm's investment strategy in the financial software and data sector. Mr. Veronis was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter fo
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
and helped spearhead the firm's investment strategy in the financial software and data sector. Mr. Veronis was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter fo
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
and helped spearhead the firm's investment strategy in the financial software and data sector. Mr. Veronis was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter fo
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
and helped spearhead the firm's investment strategy in the financial software and data sector. Mr. Veronis was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter fo
Entities connected to both Fidelity and Atlas Advisors

Credit Suisse
ORGANIZATIONiCapital
ORGANIZATIONNational Financial Services
ORGANIZATIONNicholas Veronis
PERSONNewhouse Newspapers
ORGANIZATION
Stanton
PERSONThe Boston Business Journal
ORGANIZATION
Michael Shannon
PERSON
Trinity College
ORGANIZATIONNew Media Division
ORGANIZATIONthe Securities and Exchange Commission
ORGANIZATIONiCapital Securities
ORGANIZATION
Virginia Giuffre
PERSON
North America
LOCATION
New York
LOCATION
BlackRock
ORGANIZATIONthe Investment Committee
ORGANIZATIONInvesco
ORGANIZATIONDaniel Vene
PERSONThis Brochure Supplement
ORGANIZATION