CAIS Expands Advisory Council with Leading Executives from Independent Wealth Community

Press Release

October 6, 2022

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 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.  