CAIS Expands Advisory Council with Leading Executives from Independent Wealth Community
Press Release
Expansion Precedes Inaugural CAIS Alternative Investment Summit, October 17-19 in Los Angeles
NEW YORK — (BUSINESS WIRE) — CAIS, the leading alternative investment platform, today announced four new additions to the CAIS Advisory Council (“CAC”), which 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. Its newest members are:
Michael Glennon, Vice President & Head of Private Investments, Mariner Wealth Advisors
Gary Quinzel, Director of Portfolio Consulting, Wealth Enhancement Group
David Canter, President, Bluespring Wealth Partners
Dean Zayed, Founder and CEO, Brookstone Capital Management
“As the independent wealth ecosystem continues to evolve, we are pleased to welcome these industry leaders to the CAIS Advisory Council,” said Matt Brown, Founder and CEO of CAIS. “At a time when many financial advisors are shifting away from the traditional 60/40 allocation towards a 50/30/20 three-dimensional portfolio with alternative assets included, this group has proven to be a valuable resource in accelerating our mission to democratize access to alts and level the playing field for financial advisors everywhere.”
The announcement precedes CAIS’ inaugural Alternative Investment Summit, which takes place October 17 to 19 at the Beverly Hilton in Los Angeles, California. The three-day event will convene 40-plus leading alternative asset managers and hundreds of independent financial advisors, so they can engage with, and learn from, one another across various topics including private equity and credit, venture capital, hedge funds, real estate, structured solutions, and digital assets.
CAIS Summit is an invite-only event. To view the agenda and inquire to join us, click here. The full list of CAC members can be found here.
About CAIS
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.
CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.
CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.
For more information about CAIS, please visit www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
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