Press Release

CAIS Announces Members of CAIS Advisory Council

• by CAIS

Members are comprised of wealth management professionals with deep experience across the industry.

NEW YORK — CAIS, the leading alternative investment platform, today announced the members of the CAIS Advisory Council (“CAC”), a standing committee comprised of seasoned and next-generation RIAs, independent broker dealers, RIA aggregators, and custodians.

CAC members, offering a diverse mix of skills and experiences, will meet with CAIS’ Executive Committee on a quarterly basis. Specifically, the group will help identify technical opportunities to expand the platform, act as beta test users for new applications, assess the impact of CAIS-sponsored programs, and provide ad-hoc guidance around the overall engagement, needs, and new solutions impacting the alternative investment ecosystem.

“We are thrilled to have assembled a stellar advisory council of industry leaders and trailblazers,” said Matt Brown, Founder and CEO of CAIS. “This group truly embraces our company’s mission to democratize access to alternative investments for the advisor community. Our team looks forward to collaborating with CAC members as we build on CAIS’ significant momentum to create the most efficient, user-friendly, and robust alternative investment marketplace.”

The full list1 of CAC members includes:

  • Michael Bapis, Managing Director, Vios Advisors, Rockefeller Capital Management

  • Ken Brodkowitz, Chief Investment Officer, Gries Financial Partners

  • Donald Calcagni, Chief Investment Officer, Mercer Advisors

  • Stephen Carlson, Managing Director, SCS Financial

  • David Copeland, Principal, Strategic Wealth Partners

  • Jason Cort, President, Founding Partner, Quadrant Private Wealth

  • Gary Gallagher, Head of Wealth Management and Advisory Solutions, Fidelity Institutional

  • Mark Ghafari, Director, Senior Wealth Advisor, Strategies Wealth Advisors

  • Ben Greenfeld, Partner, Chief Investment Officer, Waldron Private Wealth

  • Benjamin Harrison, Managing Director, CO-Head of Wealth Solutions, BNY Mellon | Pershing

  • Rod Hennek, Founding Partner, Atlanta Consulting Group Advisors

  • Aaron Hodari, Managing Director, Chief Investment Officer, Schechter Investment Advisors, LLC

  • Matt Jones, President, Legacy Capital

  • John McCollum, Chief Investment Officer, Argent Financial Group, Inc.

  • David Murdock, Managing Partner, Bordeaux Wealth Advisors

  • Kieran Osborne, Chief Investment Officer, Mission Wealth

  • Greg Pusinelli, Partner, Wealth Advisor, William Blair & Company

  • Marc Russell, Co-Founder, Principal, AdvicePeriod

  • Jennie Sowers, Partner, Kore Private Wealth

  • Matt Summers, Managing Director, Hightower Wealth Advisors

  • Benjamin Webb, Director of Manager Selection and Implementation, Balentine

  • Vanessa Wieliczko, Chief Investment Officer, Partner, HoyleCohen Wealth Management

  • Cara Williams, Global ESG Strategy Lead, Mercer Advisors, Inc.

  • Scott Wilson, Chief Operating Officer, Managing Director, Kestra Private Wealth Solutions

The news follows CAIS securing a $225 million round of funding in January, which values the Company at more than $1 billion as it revolutionizes how asset managers and financial advisors engage, learn, and transact around alternative investments.

About CAIS

CAIS is the leading alternative investment platform for financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source.

CAIS also provides an industry-leading learning system, CAIS IQ, to help advisors learn faster, remember longer, and improve client outcomes.

All funds listed on CAIS undergo Mercer's independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab, and Pershing, which make investing in alternatives simple.

Founded in 2009, CAIS, a fintech leader, is empowering over 6,600+ unique advisor firms/teams who oversee more than $2.5T+ in network assets. Since its inception, CAIS has facilitated over $18B+ in transaction volume as the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, and San Francisco. For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRASIPC.

Contact

For CAIS

Nadia Damouni

[email protected]

Want to learn more?

For more information about investment opportunities available on the CAIS Platform, contact a CAIS representative.

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Footnotes

  1. For the list of CAC members, please visit the CAIS website.

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