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RIA Industry Veteran David Canter Joins CAIS as Strategic Advisor

Press Release

• by CAIS

Canter’s two-plus decades serving the RIA community to bolster CAIS’ unwavering commitment to independent advisors

New York, NY – February 1, 2024 – CAIS, the leading alternative investment platform for independent financial advisors, announced today that David Canter has joined the firm as a Strategic Advisor to support the company’s ongoing commitment to the RIA community.

“We are excited to have David join the CAIS team at a time when independent advisors are adopting CAIS technology as their primary solution to scale alternative investments,” said Matt Brown, CAIS Founder and CEO. “David has been a champion of the RIA community for decades; his deep experience and network will have a meaningful contribution to our mission,” continued Brown.

Canter brings more than 20 years of experience serving the independent advisor community, including more than a decade at Fidelity Investments. At Fidelity, Canter led the RIA and Family Office Segments and spearheaded the Practice Management and Consulting practice for Fidelity Institutional. Earlier in his career, David held a senior leadership role at Charles Schwab and currently serves as trustee to Accordant Investments family of mutual funds, a board member of Invest in Others, and a prior board member of the Foundation for Financial Planning.

“I’ve had the pleasure of working alongside CAIS while at Fidelity, and also as a member of the CAIS Advisory Council for the better part of the last decade,” said Canter. “I’m looking forward to working closely with the entire CAIS team as they continue to develop best-in-class technology solutions for the independent advisor community.”

Canter’s appointment follows the announcement of CAIS Live, a nationwide alternative investment education program for independent financial advisors that features one-day events focused on combining CAIS’ best-in-class technology with in-person educational experiences.  

About CAIS

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.

CAIS provides 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 withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source.

As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help advisors deepen their knowledge and increase their confidence in alternative investment strategies.

Most funds listed on the CAIS alternative investments marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler.

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.

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