Michael Bapis
Company: Rockefeller Capital Management | Position: Managing Director, Vios Advisors
Leadership
CAIS brings together experienced leaders from the alternative investment industry and the independent wealth management community to create a better way for independent financial advisors to access and transact in alternative investments.
Advisory Council
The CAIS Advisory Council (CAC) is comprised of industry leaders representing the RIA, independent broker dealer, and custodian communities. The CAC meets and collaborates with CAIS’ leadership team to ensure alignment on the key trends impacting the independent wealth management community and support the continued improvement of the CAIS platform user experience.
Ken Brodkowitz
Company: Gries Financial Partners | Position: Chief Investment Officer
Donald Calcagni
Company: Mercer Advisors | Position: Chief Investment Officer
Stephen Carlson
Company: SCS Financial | Position: Managing Director
David Copeland
Company: Strategic Wealth Partners | Position: Principal
Jason Cort
Company: Quadrant Private Wealth | Position: President and Founding Partner
Gary Gallagher
Company: Fidelity Institutional | Position: Head of Wealth Management and Advisory Solutions
Mark Ghafari
Company: Innovia Wealth | Position: Director, Senior Wealth Advisor
Michael Glennon
Company: Mariner Wealth Advisors | Position: Vice President for Private Investments
Ben Greenfeld
Company: Waldron Private Wealth | Position: Partner and Chief Investment Officer
Benjamin Harrison
Company: BNY Mellon, Pershing | Position: Managing Director, Co-Head Wealth Solutions
Rod Hennek
Company: Atlanta Consulting Group Advisors | Position: Founding Partner
Aaron Hodari
Company: Schechter Investment Advisors | Position: Managing Director, Chief Investment Officer
Dean Hopp
Company: Northwestern Mutual | Position: Vice-President, Investment Programs Retail Brokerage and Strategic Partnerships
Matt Jones
Company: Legacy Capital | Position: President
Matt Junemann
Company: R.W. Baird | Position: Director of Investment Solutions
Shannon Larson
Company: Osaic | Position: Senior Vice President, Platform Management & Product Development
Jonathan Lee
Company: The Colony Group | Position: Director of Private Strategies and Principal
John McCollum
Company: Argent Financial Group, Inc. | Position: Chief Investment Officer
David Murdock
Company: Bordeaux Wealth Advisors | Position: Managing Partner
Kieran Osborne
Company: Mission Wealth | Position: Chief Investment Officer
Gary Quinzel
Company: Wealth Enhancement Group | Position: Director of Portfolio Consulting
Nic Reisenbichler
Company: Baird | Position: Partner, Investment Products
Marc Russell
Company: AdvicePeriod | Position: Principal
Marcelo Vedovatto
Company: SCS Financial | Position: Chief Operating Officer
Benjamin Webb
Company: Balentine | Position: Director of Manager Selection and Implementation
Vanessa Wieliczko
Company: HoyleCohen Wealth Management | Position: Chief Investment Officer, Partner
Cara Williams
Company: Mercer | Position: Global ESG Strategy Lead
Scott Wilson
Company: Kestra Private Wealth Services | Position: Chief Operating Officer, Managing Director
Dean Zayed
Company: Brookstone Capital Management | Position: Chief Executive Officer, Founder
