Josh Robertson
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Josh Robertson Email & Phone Number

iCapital at iCapital
Location: Toronto, Ontario, Canada 10 work roles 5 schools
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Current company
iCapital
Role
iCapital
Location
Toronto, Ontario, Canada
Company size
27 employees

Who is Josh Robertson? Overview

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Quick answer

Josh Robertson is listed as iCapital at iCapital, a company with 27 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Josh Robertson.

Josh Robertson previously worked as Vice President - Business Solutions Lead at Icapital and Vice President - Technology at Icapital. Josh Robertson holds Master’S Degree, ★Financial Planning★ from Kaplan Professional.

Company email context

Email format at iCapital

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iCapital

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Profile bio

About Josh Robertson

I am an experienced financial services leader, focused on building technology and data-driven solutions that drive revenue growth, enhance the client experience, and foster cross-team collaboration. My journey has been marked by a commitment to innovation, continuous improvement, and strategic growth, all aimed at delivering exceptional client outcomes. I am passionate about using technology to transform the wealth management landscape and drive long-term success.

Listed skills include Investments, Superannuation, Financial Planning, Wealth, and 40 others.

Current workplace

Josh Robertson's current company

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iCapital
Icapital
iCapital
Toronto, ON, CA
Website
icapital-group.com
Employees
27
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Company profile
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10 roles · 14 years

Josh Robertson work experience

A career timeline built from the work history available for this profile.

Vice President - Business Solutions Lead

Current
Icapital

New York, NY, US

May 2022 - Present

Vice President - Technology

Icapital

New York, NY, US

Nov 2021 - May 2022

Director Of Technology

Axio Financial Llc

New York, US

  • Developed and led the SaaS product and technical vision for the company, ensuring alignment with sales objectives and project deliverables.
  • Implemented a cloud-based technology strategy for internal CRM, ticketing, collaboration tools, and office connectivity, enhancing operational efficiency.
  • Managed project pipeline, working with DevOps to design infrastructure for business scalability and directly collaborating with consultants, vendors, and solution architects.
Oct 2017 - Nov 2021

Treasurer & Director

Jci (Junior Chamber International)

Chesterfield, MO, US

Helping improve our local communities through local development initiatives. JCI members take action and provide sustainable solutions in more than 100 countries around the globe. JCI is a nonprofit organization of young active citizens age 18 to 40 who are engaged and committed to creating impact in their communities. Active citizens are individuals.

Dec 2015 - Dec 2016

Founder And Ceo

Prosoa

In 2014, I launched ProSOA to assist with the back office of my Financial Planning business. Today, I run this business to help other Financial Advisers, by offering a customised, low cost Paraplanning solution. I have a team of Paraplanner’s as well as a group of contract Paraplanner’s which enable us to offer this service. These Paraplanner’s have.

Dec 2014 - Dec 2016

Financial Planner

Vivid Advisory

Vivid Advisory is comprised of a team of Qualified SMSF Advisers who educate and advise our clients on the significant opportunities that SMSF's present. As an Adviser with Vivid Advisory Pty Ltd, I am able to provide advice in the following area's: ► Deposit Products► Life Risk Products► Managed Investments► Retirement Savings Accounts► Superannuation.

Jun 2013 - Jan 2015

Financial Adviser

Guardian Advice

As a Financial Adviser with Guardian Advice Pty Ltd, I was able to provide advice in the following area's: ► Credit Assistance► Debentures, stocks or bonds issued or proposed to be issued by a government► Deposit and Payment Products► Interests in Managed Investment Schemes including Investor Directed Portfolio Services► Life Products► Retirement Savings.

Feb 2013 - Jun 2013

Financial Adviser

Aaa Financial Intelligence Ltd

As an Financial Adviser with AAA Financial Intelligence Pty Ltd I was able to provide advice in the following area's. ► Deposit and payment products► Life Insurance Risk Products► Life Insurance Investment Products► Superannuation Products► Retirement Savings Accounts AAA Financial Intelligence was a great place to start my Financial Planning Career as.

2012 - Feb 2013
Team & coworkers

Colleagues at iCapital

Other employees you can reach at icapital-group.com. View company contacts for 27 employees →

GY Ghadeer Yehia Ghadeer Yehia Colleague at IcapitalEgypt, Egypt View → AH Abuobaidah Hamid Abuobaidah Hamid Colleague at IcapitalUnited Arab Emirates, United Arab Emirates View → OL Olga López Xacur Olga López Xacur Colleague at IcapitalMexico, Mexico View → AA Asif Ashraf Asif Ashraf Colleague at IcapitalUnited Arab Emirates, United Arab Emirates View → NA Nada Abu Shaban Nada Abu Shaban Colleague at IcapitalUnited Arab Emirates, United Arab Emirates View → AE Ahmed Emad Ahmed Emad Colleague at IcapitalEgypt, Egypt View → KS Kirollos Samir Kirollos Samir Colleague at IcapitalUnited States, United States View → AH Abuobaidah Hamid Abuobaidah Hamid Colleague at IcapitalUnited Arab Emirates, United Arab Emirates View → MS Magendran Sigamani Bpt,Mba,Ccs,Cpc Magendran Sigamani Bpt,Mba,Ccs,Cpc Colleague at IcapitalTamil Nadu, India, India View → ME Mohamed El Katouny Mohamed El Katouny Colleague at IcapitalUnited Arab Emirates, United Arab Emirates View →
5 education records

Josh Robertson education

Master’S Degree, ★Financial Planning★

Kaplan Professional

★Graduate Diploma Of Financial Planning★

Kaplan Professional

Bachelor Of Commerce (Bcom), ★ Finance And Financial Planning ★

University Of Wollongong

Specialist Course, ★ Self Managed Super Funds ★

Kaplan Professional

High School

Aquinas College, Menai
FAQ

Frequently asked questions about Josh Robertson

Quick answers generated from the profile data available on this page.

What company does Josh Robertson work for?

Josh Robertson works for iCapital.

What is Josh Robertson's role at iCapital?

Josh Robertson is listed as iCapital at iCapital.

Where is Josh Robertson based?

Josh Robertson is based in Toronto, Ontario, Canada while working with iCapital.

What companies has Josh Robertson worked for?

Josh Robertson has worked for Icapital, Axio Financial Llc, Jci (Junior Chamber International), Prosoa, and Vivid Advisory.

Who are Josh Robertson's colleagues at iCapital?

Josh Robertson's colleagues at iCapital include Ghadeer Yehia, Abuobaidah Hamid, Olga López Xacur, Asif Ashraf, and Nada Abu Shaban.

How can I contact Josh Robertson?

You can use AeroLeads to view verified contact signals for Josh Robertson at iCapital, including work email, phone, and LinkedIn data when available.

What schools did Josh Robertson attend?

Josh Robertson holds Master’S Degree, ★Financial Planning★ from Kaplan Professional.

What skills is Josh Robertson known for?

Josh Robertson is listed with skills including Investments, Superannuation, Financial Planning, Wealth, Financial Services, Financial Advisory, Strategic Financial Planning, and Finance.

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