Tim Shannon is President and CFO at CAIS and is responsible for firm management and business development. He has more than 27 years of experience in alternative investments and wealth management. Shortly after launching his career, he founded Praxis Advisory, which was later acquired by Bank of America. He has held positions as Head of Business Development at Morgan Stanley Hedge Fund Partners, Managing Director at Citigroup Private Bank, COO of Traxis Partners and COO of Bernstein Private Wealth Management. Tim received a BS from the University of Pennsylvania and an MBA from The Wharton School. He holds his FINRA Series 3, 7, 24, and 63 licenses.
