Jonas Vergin

Jonas Vergin is an experienced finance professional currently serving as an Associate and Client Delivery Team Lead at iCapital since May 2024, following the acquisition of Mirador, Inc. where Jonas was a Senior Associate and Team Lead from November 2021 to April 2024. Prior roles include a Financial Reporting Analyst and Business Development Intern at HOLY Hard Seltzer, where Jonas contributed to the development of the company’s business plan and conducted market research to identify sales opportunities. Additionally, a Private Banking and Portfolio Management Intern at Förde Sparkasse Kiel involved coordinating client meetings and analyzing investment strategies. Jonas Vergin holds a Bachelor of Science degree in Finance with minors in Business Analytics and Economics from Fairfield University, completed in 2021.