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What We Offer
- CAIS
  - CAIS MarketplaceEnable your advisors to gain direct access to our turnkey alternatives menu that includes a broad selection of alternative investments.
  - CAIS Capital MarketsGain access to a team and platform that provides access to market-linked investment solutions and technology support throughout the entire lifecycle of a structured investment.
  - CAIS SolutionsCentralize all of your alternatives, including those purchased off the CAIS Marketplace, through our trade and post-trade SaaS technology.
  - CAIS Custom FundsBring your own ideas and leverage advanced technology and operational expertise to launch tailored single-manager or multi-manager funds.
- CAIS Tools
  - CAIS CompassOur portfolio construction tool is designed to help your advisors quantify the potential historical impact of alternative asset classes on their client portfolios.
  - Models MarketplaceDesign model portfolios to help the financial advisors in your network address the complexities of incorporating alternatives in client portfolios.
  - CAISeyCAISey, an AI-enabled interactive tool, helps financial advisors accelerate discovery, analysis, and comparison of alternative funds.
How We Partner
- How We Partner Home
- EducationBuild your confidence and alternative investing knowledge through CAIS IQ, our interactive learning experience built for financial advisors.
- IntegrationsEnsure you have, up-to-date data where you need it, thanks to direct connectivity with major custodians and reporting providers.
- TechnologyDiscover more about the technology that powers the CAIS platform and how it may help you transform your alternative investing experience.
Available on CAIS
- Solutions Providers
  - Asset ManagersLearn about the broad selection of alternative asset managers available on the CAIS platform.
  - Bank IssuersView our network of major bank issuers that provide access to structured notes.
- Investment Solutions
  - Alternative InvestmentsConnecting advisors with a broad menu of private market strategies offered by leading third-party asset managers.
  - Structured InvestmentsOffering structured investments designed around defined objectives.
  - ETFsProviding advisors with access to ETF product information and introductions to ETF managers.
Case Studies
Our Company
- Our Company Home
- EventsConnect with peers and learn about alternative investing at one of our exclusive events across the country.
- PressRead the latest press releases, see the awards CAIS has earned, and download our media kit.
- LeadershipGet to know the leaders shaping the growth of CAIS and the broader alternative investment industry.
- CareersLooking to join CAIS? View the latest job opportunities, learn about our work culture, and see the amazing perks we offer.
- Contact UsNot sure what you’re looking for? Reach out and we’ll connect you with someone on the CAIS team.
Insights
- Insights Home
- PodcastListen in as we dive into alternative investments from the perspective of industry experts, RIA executives, IBD executives, and alts asset managers.
- The State of Alternative Investments in Wealth ManagementOur annual survey investigates how financial advisors approach alternative investments in their portfolios.
- Thought LeadershipRead industry and market insights articles from CAIS.
- Intro to AltsLearn more about the basics of alternative investments and structured notes.

Leadership

CAIS brings together experienced leaders from the alternative investment industry and the independent wealth management community to create a better way for independent financial advisors to access and transact in alternative investments.

CAIS Leadership

Meet the CAIS Executive Committee.

Matt Brown

Company: CAIS | Position: Founder, Chairman, & Chief Executive Officer

Matt Brown

Tim Shannon

Company: CAIS | Position: Partner, Co-President & Chief Financial Officer

Brad Walker

Company: CAIS | Position: Partner, Co-President

Brad Walker

Brendan Cuddihy

Company: CAIS | Position: Partner, Chief Operating Officer

Marc Premselaar

Company: CAIS | Position: Partner, Head of Capital Markets

Marc Premselaar

Michael Richman

Company: CAIS | Position: Partner, General Counsel

Michael Richman

Neil Blundell

Company: CAIS Advisors | Position: Chief Investment Officer

Alex Cavalieri

Company: CAIS | Position: Chief Marketing Officer

Alex Cavalieri

Michael Collins

Company: CAIS | Position: Chief Compliance Officer

Michael Collins

Tulsi Dharmarajan

Company: CAIS | Position: Managing Director, Head of UX & AI Product Management

Tulsi Dharmarajan

Tim Donaldson

Company: CAIS | Position: Managing Director, Platform Solutions

Tim Donaldson

Nick Funnell

Company: CAIS | Position: Managing Director, Product Engineering

Nick Funnell

Meghan Gault

Company: CAIS | Position: Chief People Officer

Meghan Gault

Megan Gillin-Schwartz

Company: CAIS | Position: Managing Director, Head of Client Delivery

Megan Gillin-Schwartz

Sarah Jiang

Company: CAIS Advisors | Position: Portfolio Manager

Sarah Jiang

Brooke Jones

Company: CAIS | Position: Managing Director, Platform Solutions & Operations

Brooke Jones

David Kirschenbaum

Company: CAIS | Position: Director, Fund Management

David Kirschenbaum

Kan Kotecha

Company: CAIS | Position: Chief Technology Officer

Kristin Magnier

Company: CAIS | Position: Managing Director, Head of Client Services

Kristin Magnier

Terrence McCarthy

Company: CAIS Advisors | Position: Chief Financial Officer

Terrence McCarthy

Sean Meehan

Company: CAIS | Position: Director, Strategic Partnerships

Sean Meehan

Ron Miller

Company: CAIS | Position: Managing Director, Head of Investment Solutions

Ron Miller

Joanna Munjack

Company: CAIS | Position: Managing Director, Head of Events

Joanna Munjack

Valerie Putchaven

Position: Managing Director, Head of Segment Marketing

Valerie Putchaven

Phillip Rollins

Company: CAIS | Position: Managing Director, Capital Markets

Phillip Rollins

Todd Rosman

Company: CAIS | Position: Managing Director, Capital Markets

Todd Rosman

Judah Schulman

Company: CAIS | Position: Managing Director, Head of RIA, Bank & Trust

Judah Schulman

Jason Sforza

Company: CAIS | Position: Managing Director, Capital Markets

Jason Sforza

Kristin Zaehb

Company: CAIS | Position: Director, Fund Operations

Kristin Zaehb

Chris Zuczek

Company: CAIS | Position: Chief Product Officer

Chris Zuczek