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 bring significant advisory experience and hold many of the industry's top designations.
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 M.B.A. in finance, both from the Wharton School at the University of Pennsylvania.

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Wealth Management
Sean
Bergin AIF®, CIMA®

Sean has primary responsibility for investment and allocation policy. Prior to forming the firm, Sean was a founding partner and Managing Director at Citrin Cooperman Wealth Management, LP.  Over the previous decade, he spent time at both Merrill Lynch and Morgan Stanley specializing in the research and implementation of various long-term investment strategies. In addition, Sean serves on the boards and investment committees of multiple non-profit, charitable organizations.  He holds the Accredited Investment Fiduciary (AIF®) designation, the Certified Investment Management Analyst (CIMA®) designation, and is a member of the Chartered Financial Analyst (CFA®) Society of Philadelphia.  Sean holds a B.S. in Business Administration from Pennsylvania State University. 

Alternative Investments
Rahul
Kothari

Rahul Kothari leads Ironview’s alternative investment efforts, and sits on the firm's Investment Committee. He joined the firm via the Carlyle Group, a $200B private equity firm, 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 previously served on the Boards of Kuhlman Electric Company, The Trac Group, Elysium Robotics, and SmartMotion Technologies. Philanthropic boards include Please Touch Museum of Philadelphia, the Children’s Museum of the Arts in New York, Miami Children’s Museum, City Science in New York and the Collective Success Network in Philadelphia and The Positivity Project.

Employee Benefits
Kevin
Mullen

Kevin is the Director of Strategy and Business Development for the firm’s corporate benefit advisory group. Prior to joining the firm, Kevin was the President of A.P. Lubrano Health & Welfare Consulting where his group assisted mid-market private equity funds in structuring alternative finance strategies for their portfolio companies’ employee benefit plans. Kevin has spent over three decades in the health and welfare consulting business, serving as the head of the benefit consulting & brokerage division for both Conner Strong & Buckelew and The Graham Company. Kevin holds a B.S., Accounting from St. Joseph's University.

Wealth Management
Jim
Mendelson

Jim is a Managing Partner with the firm, and has primary responsibility for managing private client relationships as well as serving on the firm’s Investment Committee. 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

Steve is a Principal with the firm, and has primary responsibility for client advisory services . Previously, Steve was Director of Business Development and Financial 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. In addition, Steve serves on the Executive Committee for Coaches vs. Cancer and is an ultra-endurance athlete – having completed two full distance Ironman® triathlons. Steve graduated from James Madison University with a Bachelor of Sciences degree in Economics and Social Sciences. Steve holds an Accredited Investment Fiduciary® (AIF®) designation, Series 6, 63, 65 securities licenses and is insurance licensed (life & health) in PA, MD, VA, NJ, DC, CT, NY, MN, CA

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PHILADELPHIA

 

660 American Ave, Suite 101
King of Prussia, PA 19406 

Phone: 215-793-0111

Initial and General Inquiries

T: 215-793-0111
F: 215-793-0113 
info@ironview.com

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MIAMI

444 Brickell Avenue, #428 
Miami, FL 33131

Phone: 305-646-1350

GENERAL INQUIRIES

Telephone: 215-793-0111
Fax: 215-793-0113 
Email: info@ironview.com