John Boccio
Company: NYLIFE Securities | Position: President and Chief Executive Officer
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.
Donald Calcagni
Company: Mercer Advisors | Position: Chief Investment Officer
John Carter
Company: Edward Jones | Position: Senior Product Leader Managed Investments
Tim Connor
Company: SCS Financial | Position: Managing Director, Co-head of Focus Investment Partners
Michael Glennon
Company: Mariner Wealth Advisors | Position: Vice President for Private Investments
Tyler Glover
Company: William Blair | Position: Partner, Managing Director, Private Wealth Management Consulting Services
Aaron Hodari
Company: Schechter Investment Advisors | Position: Managing Director
David Hood
Company: CAPTRUST | Position: Senior Director, Investment Research
Dean Hopp
Company: Northwestern Mutual | Position: Vice-President, Investment Programs Retail Brokerage and Strategic Partnerships
Doug Huber
Company: Wealth Enhancement Group | Position: Deputy Chief Investment Officer
Shannon Larson
Company: Osaic | Position: Senior Vice President, Platform Management & Product Development
Nic Reisenbichler
Company: Baird | Position: Partner, Investment Products
Leah Wehinger
Company: Truist Wealth | Position: Head Investment Advice & Solutions
Dean Zayed
Company: Brookstone Capital Management | Position: Chief Executive Officer, Founder
