InvestX is thrilled to announce the appointment of Rick Vitale, an investment industry veteran, to lead our sales and business development teams. Rick will be responsible for engaging with and increasing our broker-dealer network to drive our business to the next level.
Rick has held many vital roles in the past, including being the former President of a FINRA member broker-dealer and co-owner of an alternative investment product sponsor firm. Most recently, Rick was the Chief Distribution Officer at Legendary Capital, LLC. In his extensive career, spanning more than 30 years, Rick has worked across all primary investment sponsor activities: Corporate Policy Formulation and Implementation, Product Development, Sales Distribution, Sales Management, Key Accounts Development and Management, Wholesaling, Broker Dealer Operations and Management, Marketing, Communications, Due Diligence, Financial Reporting, Accounting, Property Acquisitions, Property Dispositions, Portfolio Management, Compliance, and Human Resources.
Rick holds a Chartered Financial Analyst (CFA) designation and Series 7, 63, 24, and 79 securities licenses.
Since launching in 2014, InvestX has experienced significant growth across all segments of its business lines, including tripling its employee headcount from 15 to nearly 70 today. InvestX provides the $30 trillion dollar wealth management industry with access to the private equity asset class. InvestX empowers broker-dealers and advisors with access, liquidity, and innovation to the private equity asset class through investments in pre-IPO companies on a state-of-the-art trading platform. Sell–side firms can access unbiased information, and trade shares of institutional quality private equity, without the traditional multi-million-dollar investment minimums. InvestX is democratizing the growth equity asset class by offering real-time trading technology that provides better access, liquidity, and transparency to an antiquated process. For more information visit https://www.investx.com/.