CAIS Announces Members of CAIS Advisory Council
• 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.
CAIS is the leading alternative investment platform for independent financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source.
As an extension of the platform, CAIS also delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help financial advisors deepen their knowledge and increase their confidence in alternative investment strategies.
Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which make investing in alternatives simpler.
Founded in 2009, CAIS, a fintech leader, is empowering over 8,300 unique advisor firms/teams who oversee more than $3 trillion in network assets. Since its inception, CAIS has facilitated over $21 billion in transaction volume as the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, San Francisco and London. For more information about CAIS, please visit www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
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For the list of CAC members, please visit the CAIS website.