CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products.

CAIS provides financial advisors with a broad selection of alternative investment strategies including, hedge funds, private equity, private credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.

Founded in 2009, CAIS, a fintech leader, is empowering wealth management by leveling the playing field for financial advisors everywhere. Securities offered through CAIS Capital LLC, member FINRA, SIPC.

Finance

CAIS

Matt Brown

Tatianna Brown

Mahzabin Hasnath

Marc Premselaar

Evangelia Karanikas

Brad Walker

Shane Williams

Michelle Browning

Penny Defrank

Madifing Kaba

Tim Shannon

Michael Richman

Brendan Cuddihy

- MBA, Columbia Business SchoolThe board of directors of CAIS is composed of individuals with significant experience in the financial industry. Members have worked as managing directors, senior associates, and analysts at firms such as Apollo Global Management Inc., Providence Equity Partners, BlackRock, Morgan Stanley, and The Colony Group. They have also been educated at esteemed institutions such as Bucknell University, Columbia Business School, and Prosper Advisors. This experience and education provides the board with a wealth of knowledge and insight that can be used to benefit CAIS.

Board of Directors

Leadership Team

CEO and Executive Team

Board of Directors

About

Team members

Other teams at CAIS

Leadership Team

CEO and Executive Team