CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ

Press Release

August 17, 2021

Browning’s industry network and experience to accelerate growth of learning platform for the wealth management community

NEW YORK, NY - CAIS, the industry-leading alternative investment and financial education platform, has added Michelle Browning as its Director of Business Development for the CAIS IQ learning platform.

Browning brings two decades of experience in financial services education to the role, having served in a variety of different roles ranging from advisor relations to sales leadership at Merrill Lynch, ATEL Capital Group, W. P. Carey Inc., AI Insight, and most recently Alternative Investment Exchange. Browning has also managed relationships across the entire wealth management ecosystem including advisors, broker dealers, and custodians.

Browning said, "I share CAIS’s commitment to transform advisor education. With CAIS IQ, we have an unparalleled advantage to truly advance the wealth management industry with our state-of-the-art learning platform.”

With this new hire, CAIS IQ continues its commitment to empowering financial advisors to master alternative investments and better serve end clients. The platform combines machine learning and content curation from industry leaders to accelerate learning for financial advisors who access the platform via web and mobile applications. Most recently, CAIS IQ partnered with Buckingham Strategic Wealth to develop original content for their advisors.

“CAIS’s strong advisor adoption rates and accelerated growth allow us to attract the top-tier talent required to build the leading fintech platform for financial advisors and asset managers," said Matt Brown, Founder and CEO of CAIS. "Michelle's passion for financial services education, combined with her deep industry experience, makes her an outstanding choice to lead CAIS IQ’s business development efforts.”

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.  