RIA Industry Veteran David Canter Joins CAIS as Strategic Advisor

Press Release

February 1, 2024 • 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 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.  