Tim Shannon

President & CFO

Tim Shannon is President and CFO of CAIS and is responsible for firm management and business development. He has over 26 years of experience in alternative investments and wealth management. Shortly after launching his career, he founded Praxis Advisory, later acquired by Bank of America,. He has held positions as Head of Business Development at Morgan Stanley Hedge Fund Partners, Managing Director at Citigroup Private Bank, COO of Traxis Partners and COO of Bernstein Private Wealth Management. Tim holds an MBA from The Wharton School and a BS from the University of Pennsylvania. He holds FINRA Series 7, 24, and 63 licenses.

Roles at CAIS

  • President & CFO

    Current role


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