Matt Brown
Company: CAIS | Position: Founder, Chairman, & 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.
CAIS Leadership
Brendan Cuddihy
Company: CAIS | Position: Chief Operating Officer
Penny DeFrank
Company: CAIS | Position: Managing Director, People Experience
Marc Premselaar
Company: CAIS | Position: Senior Managing Director, Capital Markets
Michael Richman
Company: CAIS | Position: Managing Director, General Counsel
Abby Salameh
Company: CAIS | Position: Chief Marketing Officer, Head of Strategic Relations, and Managing Director of CAIS IQ
Tim Shannon
Company: CAIS | Position: President & Chief Financial Officer
Brad Walker
Company: CAIS | Position: Chief Client and Product Development Officer
Shane Williams
Company: CAIS | Position: Chief Product and Technology Officer
Vijay Anishetty
Company: CAIS | Position: Director, Head of Sales, Service and Marketing Technology
Lou Barbuto
Company: CAIS | Position: Director, Product Management
Michelle Browning
Company: CAIS | Position: Director, Sponsor Relations
Alex Cavalieri
Company: CAIS | Position: Director, Marketing Operations
Michael Collins
Company: CAIS | Position: Chief Compliance Officer
Chris Crawford
Company: CAIS | Position: Managing Director, Operations & Risk Management
Tim Donaldson
Company: CAIS | Position: Director, Enterprise Business Development
Joseph Dunne
Company: CAIS | Position: Director, Talent Development
Mark Evans
Company: CAIS | Position: Managing Director, Platform and Operations Technology
Adam Farrell
Company: CAIS | Position: Director, Corporate Strategy
Josh Fishman
Company: CAIS | Position: Director, Strategic Finance
Nick Funnell
Position: Managing Director, Product Engineering
Megan Gillin-Schwartz
Company: CAIS | Position: Director, Enterprise Operations
Brooke Jones
Company: CAIS | Position: Managing Director, Platform Solutions & Operations
David Kirschenbaum
Company: CAIS | Position: Director, Fund Management
Jacqueline Koerner
Company: CAIS | Position: Director, Head of Product Design
Storm Kurkomelis
Company: CAIS | Position: Director, Fund Services
Colin Lucas
Company: CAIS | Position: Director, Custom Funds
Kristin Magnier
Company: CAIS | Position: Director, Advisor Services
Terrence McCarthy
Position: Director, Fund Management
Kevin McNutt
Company: CAIS | Position: Director, Product Specialist
Tatiana McPartland
Company: CAIS | Position: Senior Vice President, Head of Talent Acquisition
Sean Meehan
Company: CAIS | Position: Director of Operations
Mark Merl
Company: CAIS | Position: Director, Product Technology
Markus Persson
Company: CAIS | Position: Director, Finance
Deepak Puri
Company: CAIS | Position: Managing Director, Technology Business Management and PMO
Valerie Putchaven
Position: Director, Product Marketing
Maurice Rabbenou
Company: CAIS | Position: Director, Enterprise Engagement
Phillip Rollins
Company: CAIS | Position: Director, Head of East Region for CAIS Structured Solutions
Todd Rosman
Company: CAIS | Position: Director, Head of Central Region for CAIS Structured Solutions
Judah Schulman
Company: CAIS | Position: Director, Product Specialist
Jason Sforza
Company: CAIS | Position: Director, Head of West Region for CAIS Structured Solutions
Andrew Snyder
Company: CAIS | Position: Director, Product & Research
Kate White
Company: CAIS | Position: Senior Vice President, Technology
Kristin Zaehb
Company: CAIS | Position: Director, Fund Operations
