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

Ryan Lord

Warren Seubel

Josette Leslie

Nick Funnell

Brooke Jones

Chris Zuczek

Neil Blundell

Kan Kotecha

Mark Evans

Marc Premselaar

Brad Walker

Michelle Browning

Penny Defrank

Tim Shannon

Michael Richman

Brendan Cuddihy

The leadership team at CAIS has a history of experience in the financial industry, including working as free agents, Chief Marketing Officers, Senior Vice Presidents, and Managing Directors. They also have a variety of educational backgrounds, including degrees in finance, economics, urban studies, and engineering.

Leadership Team

Leadership Team

About

Team members