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.

Capital Markets

Our Capital Markets group offers advisors an open architecture platform of structured solutions and new issue syndicate offerings across all sectors and size segmentations. The Structured Solutions team combines experienced, regionalized capital markets specialists with the benefits of working with a multi-issuer structured products platform to create solutions for your clients that optimize portfolio construction, mitigate market fluctuations, and efficiently manage concentrated stock risk. Our dedicated Syndicate Desk provides direct access to new issue offerings including IPOs, Follow-ons and Block Trades.

  • Marc K. Premselaar

    Managing Director | Capital Markets

    Marc Premselaar heads the capital markets group and is in charge of product origination and distribution. He has over nine years of capital markets and financial services industry experience, having worked at firms including Barclays and UBS. He provides capital markets/structured solutions coverage for the Eastern, Southern, and Midwestern regions.

    LinkedIn   |   Phone: (212) 201-2317
  • Matthew Brennan

    Senior Vice President | Structured Solutions

    Matt Brennan, Vice President of Structured Solutions, has over six years of capital markets and financial services industry experience, having worked at the Ayco Company. He provides capital markets/structured solutions coverage for the Eastern, Southern, and Midwestern regions.

    LinkedIn   |   Phone: (212) 202-2969
  • Stephen Czick

    Senior Vice President | Structured Solutions

    Steve, Senior Vice President of Capital Markets, brings over 10 years of finance expertise to CAIS, having previously worked at such firms as JPMorgan, Credit Suisse, and The Royal Bank of Scotland. Based in our Los Angeles office, Steve provides capital markets/structured solutions coverage for the West Coast and Mountain West regions.

    LinkedIn   |   Phone: (310) 730-5767  
  • Brian Meenan

    Senior Vice President | Syndicate

    Brian Meenan, Senior Vice President of Syndicate, is responsible for the execution and distribution of the firm’s capital market offerings. Brian brings over five years of experience from Drexel Hamilton, where he was responsible for the syndication of equity, credit, preferred and structured products.

    LinkedIn   |   Phone: (212) 201-2303