Practice Leaders
Ironview's Practice Leaders have a combined 80+ years experience working for a number of the largest global financial services firms. The professionals in each of Ironview's practice areas also have been educated in some of the countries best schools and bring significant advisory experience.
Wealth Management
Benjamin Roberts
Benjamin is the Chief Investment Officer and has responsibility for overseeing both institutional and private client investment policy. Prior to forming the firm, Benjamin was an investment professional at Millennium, a $13 billion hedge fund based in New York & London, where he invested the firm’s capital in special situations, illiquid investments and publicly traded securities across the capital structure. Benjamin began his career as a senior analyst in London at Morgan Stanley Capital Partners, a $3.3 billion private equity fund. Prior to this, he was a member of the Mergers & Acquisitions Group at UBS Warburg, also in London. Benjamin holds a B.S., Economics and an MBA in finance, both from the Wharton School at the University of Pennsylvania.
Alternative Investments
Rahul Kothari
Rahul Kothari leads Ironview’s alternative investment efforts. He joined the firm via the Carlyle Group, where he served as a Vice President in the US Buyouts Group and most recently as the Vice President of Mergers & Acquisitions for one of Carlyle's largest portfolio companies, Sequa Corporation. Prior to this, Rahul held various roles in late-stage private equity at the Aurora Capital Group, investment banking at Donaldson Lufkin & Jenrette (now Credit Suisse), consulting at Bain & Company and held leadership positions at various entrepreneurial ventures. Rahul earned an MBA from the Wharton School at the University of Pennsylvania and a BS in Biochemistry and an Honors BA from the University of Western Ontario. He currently or previously serves/served on the Boards of Kuhlman Electric Company, The Trac Group, Elysium Robotics, and SmartMotion Technologies. Philanthropic boards include(d) Please Touch Museum in Philadelphia, the Children’s Museum of the Arts in New York, the Miami Children’s Museum, City Science, the Collective Success Network and The Positivity Project.
Wealth Management
Jim Mendelson
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Jim is a Managing Partner with the firm, and has primary responsibility for managing private client relationships. Prior to joining the firm, Jim was Managing Director and Executive Wealth Counselor for Waldron Private Wealth for over eleven years. During his career at Waldron, he held various roles that included managing the Private Wealth Division, responsible for handling high net worth clients with net worth’s up to $25 million. Prior to this, Jim was a Senior Vice President of Commercial Real Estate for PNC Financial Services Group. In this role, he was a Segment Executive and Manager of the National Real Estate Division, which included chairing PNC’s Real Estate Committee. Jim earned an MBA from the University of Michigan and BA from Franklin & Marshall College.
Group Retirement
Steve Stulb
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Steve is a Principal with the firm and has primary responsibility for corporate retirement plan advisory services. Previously, Steve was the Director of Planning for Strategic Financial Associates, LLC (SFA) located in Bethesda, MD. SFA serves as one of the premier Financial Services and Benefits Advisory Firms in the Washington D.C. Metro Area. Prior to SFA, Steve was a Client Advisor for Legacy Advisors, LLC, a multi-billion dollar RIA serving high-net-worth families and corporate retirement plans. Steve serves on the boards of several non-profit organizations and is an ultra-endurance athlete – having completed multiple Ironman triathlons and ultra-endurance events. Steve graduated from James Madison University with a Bachelor of Sciences degree and has earned an Accredited Investment Fiduciary® (AIF®) designation.
