CAIS Announces Members of CAIS Advisory Council

Press Release

April 4, 2022 • by CAIS

Members are comprised of wealth management professionals with deep experience across the industry.

NEW YORK — CAIS, the leading alternative investment platform, today announced the members of the CAIS Advisory Council (“CAC”), a standing committee comprised of seasoned and next-generation RIAs, independent broker dealers, RIA aggregators, and custodians.

CAC members, offering a diverse mix of skills and experiences, will meet with CAIS’ Executive Committee on a quarterly basis. Specifically, the group will help identify technical opportunities to expand the platform, act as beta test users for new applications, assess the impact of CAIS-sponsored programs, and provide ad-hoc guidance around the overall engagement, needs, and new solutions impacting the alternative investment ecosystem.

“We are thrilled to have assembled a stellar advisory council of industry leaders and trailblazers,” said Matt Brown, Founder and CEO of CAIS. “This group truly embraces our company’s mission to democratize access to alternative investments for the advisor community. Our team looks forward to collaborating with CAC members as we build on CAIS’ significant momentum to create the most efficient, user-friendly, and robust alternative investment marketplace.”

The full list¹ of CAC members includes:

Michael Bapis, Managing Director, Vios Advisors, Rockefeller Capital Management
Ken Brodkowitz, Chief Investment Officer, Gries Financial Partners
Donald Calcagni, Chief Investment Officer, Mercer Advisors
Stephen Carlson, Managing Director, SCS Financial
David Copeland, Principal, Strategic Wealth Partners
Jason Cort, President, Founding Partner, Quadrant Private Wealth
Gary Gallagher, Head of Wealth Management and Advisory Solutions, Fidelity Institutional
Mark Ghafari, Director, Senior Wealth Advisor, Strategies Wealth Advisors
Ben Greenfeld, Partner, Chief Investment Officer, Waldron Private Wealth
Benjamin Harrison, Managing Director, CO-Head of Wealth Solutions, BNY Mellon | Pershing
Rod Hennek, Founding Partner, Atlanta Consulting Group Advisors
Aaron Hodari, Managing Director, Chief Investment Officer, Schechter Investment Advisors, LLC
Matt Jones, President, Legacy Capital
John McCollum, Chief Investment Officer, Argent Financial Group, Inc.
David Murdock, Managing Partner, Bordeaux Wealth Advisors
Kieran Osborne, Chief Investment Officer, Mission Wealth
Greg Pusinelli, Partner, Wealth Advisor, William Blair & Company
Marc Russell, Co-Founder, Principal, AdvicePeriod
Jennie Sowers, Partner, Kore Private Wealth
Matt Summers, Managing Director, Hightower Wealth Advisors
Benjamin Webb, Director of Manager Selection and Implementation, Balentine
Vanessa Wieliczko, Chief Investment Officer, Partner, HoyleCohen Wealth Management
Cara Williams, Global ESG Strategy Lead, Mercer Advisors, Inc.
Scott Wilson, Chief Operating Officer, Managing Director, Kestra Private Wealth Solutions

The news follows CAIS securing a $225 million round of funding in January, which values the Company at more than $1 billion as it revolutionizes how asset managers and financial advisors engage, learn, and transact around alternative investments.

About CAIS

CAIS is the pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers, empowering them to engage and transact on a massive scale. We believe that the combination of industry-leading technology and human interaction throughout the pre-trade, trade, and post-trade experience delivers superior operational efficiency and a world-class client experience.

 CAIS provides advisors with access to a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, infrastructure, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets.

CAIS streamlines the end-to-end transaction process through digital subscriptions and powers integrated reporting through leading US custodians and reporting providers, making investing in alternatives simpler.  CAIS also enables advisors to centralize all their alts and notes on one platform, whether they were purchased on or off the CAIS platform, through CAIS Solutions, and helps advisors create custom fund vehicles around ideas they source.

Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $30 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.   

Securities offered through CAIS Capital LLC, member FINRA, SIPC.  