We Thrive Where Finance and Technology Meet Innovation

It takes a uniquely talented team to deliver a fintech platform that levels the playing field for independent wealth managers and financial advisors. CAIS has cultivated subject matter experts across alternative investments, capital markets, technology, marketing and operations to deliver an unparalleled investment experience. We are proud to introduce our team and encourage you to contact any member that can be of assistance.

Alternative Investments

Our dedicated Alternative Investment team is comprised of regionally focused product specialists working closely with advisors to implement alternative investment strategies in client portfolios.

  • Bradley J. Walker

    Managing Director | Head of Alternative Investments

    Brad Walker is the Head of the Alternative Investments group, responsible for client management and product support. He has over 12 years of asset management and financial services experience, having worked at firms including Highbridge Capital Management and Morgan Stanley Smith Barney.

    LinkedIn
  • Philip D. Hasbrouck

    Director | Alternative Investments Western Region

    Philip Hasbrouck is responsible for client management and product support. He has over seven years of experience in the asset management and financial services industry at companies including The TCW Group and J.P. Morgan.

    LinkedIn   |   Phone: (310) 730-5706
  • David Kaul

    Director | Alternative Investments

    David Kaul is responsible for manager research, selection, and relationship management. He has over 17 years of experience in the alternative asset management and financial services industry, having worked at firms including Stifel and Barclays Wealth.

    LinkedIn
  • Brian P. Rhone

    Director | Alternative Investments Southeast Region

    Brian Rhone is responsible for client management and product support. He has over nine years of experience in the asset management and financial services industry at companies including Corbin Capital Partners and Morgan Stanley.

    LinkedIn   |   Phone: (212) 201-2366
  • Timothy Donaldson

    Senior Vice President | Alternative Investments Southern Region

    Tim Donaldson is responsible for client management and product support. He has over ten years of experience in the asset management and financial services industry at companies including PineBridge, Credit Suisse and Bear Stearns.

    LinkedIn   |   Phone: (212) 202-2976
  • Colin Lucas

    Senior Vice President | Alternative Investments Northeast Region

    Colin Lucas is responsible for client management and product support. He has over five years of experience in the asset management and financial services industry. Prior to joining CAIS, Colin worked in Mexico City for Endeavor’s Entrepreneur Search & Selection team.

    LinkedIn   |   Phone: (212) 201-2308
  • Judah Schulman

    Vice President | Alternative Investments Midwest Region | Southern ‎Region

    Judah Schulman is responsible for client management and product support. He has over over three years of financial services experience, including positions at both Morgan Stanley and UBS.

    LinkedIn   |   Phone: (212) 201-7722
  • Jake S. Tracy

    Vice President | Alternative Investments Western Region

    Jake Tracy is responsible for client management and product support. He has over four years of experience in the asset management and financial services industry at companies including TCW and Merrill Lynch.

    LinkedIn   |   Phone: (310) 730-5761