Mr. Richard Toolen is Chairman & CEO of Icon and founded the firm in 2006 with proprietary trading colleagues who originally met and worked together at Daiwa Securities Europe in Frankfurt in the late 1990s. Richard has a BA in Economics with honours from Boston University and was awarded an M.B.A. in Finance with honours from New York University. After Daiwa, Richard headed desks at boutique trading houses in Dublin, Munich and Gibraltar before founding Icon as a regulated Swiss entity to expand the scope of the team’s activities to include Multi-Asset trading on behalf of Qualified Investors and to conduct private wealth management activities. Richard holds the FINRA Series 65 & Series 3 licenses, his full biography can be found here on Linked In: (www.linkedin.com/in/RichardToolen)
Suresh Krishnamurthy is Asistant Chairman and a Supervisory Board Member to Icon and has extensive experience in the Advisory, Real Asset & Technology space. Suresh was previously Senior Managing Director within Global Services for State Street Corporation. He has over 20+ years of product and technology experience in the Financial Services arena across various investment products. Suresh led their Private Markets IT and Strategy efforts with focus on advancing product strategy across their LP and GP businesses. He also led State Streets LP Services business globally.
Prior to that role, Suresh led State Street’s Private Equity Administration for Private Equity/Real Estate and Limited Partner Services in North America as COO.
Suresh holds an M.B.A. with Distinction from the Stern School of Business at New York University and a B.S. in Electrical Engineering from the University of California at Los Angeles.
Mr. Philip O’Keefe is Asistant CEO and a Supervisory Board Member providing Icon with a wealth of legal and regulatory compliance experience. Philip has previously held directorships at Jardine Lloyd Thompson PLC in both legal and central operations and provided legal services to Janus Henderson Investors and a number of other asset and wealth managers. Philip has also worked extensively in the insurance, defence and nuclear sectors.
After serving with the British Army in Rwanda and Northern Ireland Philip read double law at Oxford Brookes and was awarded an LL.B with Honours. Philip’ postgraduate study was International Nuclear Law at the University of Montpellier. Philip studied the Bar Professional Training Course and is a member of the Honourable Society of the Inner Temple
Mr. Guna Mahalingam is the Founder and Chairman of Strategic Swiss Partners and became an ICON Supervisory Board Member on July 1, 2022. Guna has over 30 years of entrepreneurial experience in Switzerland, Malaysia and internationally in the investment and financial services industry. Guna worked as Head of International Business Development for Skandia Switzerland and afterwards helped raise over $ 1 Billion for U.K. based Platinum Funds. He is an Executive Board Member and Senior Advisor of Finance and Investments for the Swiss-Asian Chamber of Commerce in Zurich, Member of the Investment Advisory Board for Gulf Islamic Investments in the UAE, and in April 2022 was appointed as the Honorary Consul of Malaysia in Zurich.
Michelle joined the ICON team in 2021 as our Compliance and Risk Manager. She spends her time dealing with the challenging world of increasing compliance regulations in the financial services industry. Michelle began her career in the 1990s as a paralegal in Vancouver, Canada. In 2007, she moved to Zurich after a short time on the Isle of Man with Appleby in their Corporate Commercial department. She obtained her STEP Diploma in International Trust Management (TEP) while working for Schroder Trust AG and has also held roles in small Swiss fiduciaries and asset managers as a Trust Officer, Compliance Officer and Customer Services Manager. Since 2011, Michelle has also been an active Board Member of the Erich Burckhardt Foundation.
Dr. Mark Pacheco, DBA, is a Senior Vice President at ICON and works closely with our international
family office clients to offer investment solutions and other investment management services. Dr.
Pacheco is a U.S. Coast Guard Academy alumnus, an SEC Registered Investment Advisor, and a CFTC
Registered Commodities Trading Advisor at firms licensed as FOREX and SWAP dealers. Dr. Pacheco
has Series 3, 30, 31, 34, SWAP NFA registrations, and Series 66.