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.

Business Operations

Our Busines Operations team ensures that all CAIS clients, partners and stakeholders have a streamlined and efficient experience across all facets of their business interactions with CAIS. The team is comprised of deeply skilled professionals whose talents span business development, finance, and fund operations.

  • Timothy B. Shannon

    President

    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.

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  • Vanessa Geronimo

    Director | Finance

    Vanessa Geronimo is responsible for firm accounting and finance operations. She has over 13 years of accounting and finance experience in Alternative Investments at companies including PricewaterhouseCoopers LLP and Bank of America Merrill Lynch.

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  • Sean Mulcahy

    Senior Vice President | Fund Operations

    Sean Mulcahy is responsible for management of fund operations. He has over 10 years of operational experience at firms including the JPMorgan Private Bank and International Fund Services (IFS).

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  • Danielle C. Powers

    Senior Vice President | Business Development

    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.

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  • Brendan Cuddihy

    Vice President | Business Development

    Brendan Cuddihy is a 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.

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  • Lauren O’Leary

    Vice President

    Lauren O’Leary is a member of the Business Development group and is responsible for key client and investor relationship management and project coordination. Lauren has over six years of experience having previously worked at Goldman Sachs and Beacon Hill Staffing Group.

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  • Sean Meehan

    Vice President | Fund Operations

    Sean Meehan is responsible for fund operations and reporting. He has over three years of experience in the asset management and financial services industry, having worked at The Bank of New York Mellon.

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  • Ryan Vizcarra

    Vice President | Finance

    Ryan Vizcarra is responsible for assisting in the preparation and reporting of the financials of the firm. He has over 7 years of accounting and consulting experience providing services to public relations, marketing, medical and financial services firm.

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