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.

Leadership

Our experienced, dedicated leadership team brings diverse skills to a unified goal: helping wealth managers easily access in-demand financial products.

  • Matthew C. Brown

    Founder & CEO

    Matt Brown is responsible for firm strategy, management and business development. He has over 25 years of experience in the financial services industry, having worked at firms including Shearson Lehman Brothers, Smith Barney and Brownstone Advisors.

    LinkedIn
  • Timothy B. Shannon

    President & COO

    Tim Shannon is responsible for overall firm strategy, management and business development. He has over 20 years experience in alternative investments and wealth management at firms including Bernstein Global Wealth Management, Traxis Partners, Citigroup Private Bank and Morgan Stanley.

    LinkedIn
  • Marc K. Premselaar

    Senior Managing Director | Structured Products

    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
  • Bradley J. Walker

    Senior Managing Director | 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
  • Brendan Cuddihy

    Managing Director | Marketing & Strategy

    Brendan Cuddihy is a Senior Vice President of Business Development, responsible for business analytics, infrastructure project management and business development at CAIS. He has over five years of experience in the asset management and financial services industry, having worked at firms including Moody’s and US Bancorp. Brendan received a Masters in Business Administration from Marist College.

    LinkedIn
  • Frederick B. Kauber

    Managing Director | CTO

    Fred Kauber is responsible for all technology and marketing initiatives at the firm. He brings over 25 years of experience in technology platform innovation from Fortune 500 companies such as IBM, Dun & Bradstreet and First Data Corp., as well as entrepreneurial e-commerce and fintech ventures such as Tranzact, Bigfoot Interactive, Solid Group and Entitle Direct. He also serves as an adjunct professor of technology management and innovation at New York University and mentor for Columbia University’s executive master’s degree program for technology management.

    LinkedIn
  • Michael Richman

    Managing Director | General Counsel

    Michael Richman is responsible for firm legal, compliance and regulatory affairs. He has over 10 years of experience, with a focus on alternative investments and wealth management, having worked at firms including Fortress Investment Group and UBS.

    LinkedIn
  • Stephen Czick

    Director | Product Specialist

    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  
  • Barry Davies

    Director | Technology

    Barry Davies leads the Platform Development and Architecture team. He brings 20 years of experience in application development, enterprise architecture, and web technology, having previously worked at First Data and entrepreneurial subsidiaries of Union Pacific and ACI Worldwide. Barry is a supporter of and practitioner within the software craftsmanship movement.

    LinkedIn
  • Timothy Donaldson

    Director | Product Specialist 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: 512-337-8502
  • Colin Lucas

    Director | Product Specialist 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
  • Markus Persson

    Director | Finance

    Markus Persson is responsible for leading all areas of Finance and Accounting for the Firm. He has over 12 years of experience in the financial services industry, having worked at firms including KPMG and Point72.

    LinkedIn
  • Danielle C. Powers

    Director | Investor Relations & Operations

    Danielle Powers is responsible for strategic partner and key firm development initiatives. Danielle has over 6 years of experience in the financial services industry, having worked previously at Thomson Reuters.

    LinkedIn
  • Alessandra van der Meulen

    Senior Vice President | People Experience

    Alessandra van der Meulen is responsible for assisting the firm with HR and Recruiting as well as Executive Committee support and project management. She has over two years of experience in the financial services industry, having previously worked at DG Capital.

    LinkedIn