- Founded
- 2009
- Employees
- 375
- Total Funding
- $406M
Founded by Jeremy Norton, Matt Brown, Rafay Farooqui in 2009.
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 and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes. Founded in 2009, CAIS, a fintech leader, is empowering wealth management by leveling the playing field for financial advisors everywhere. Securities offered through CAIS Capital LLC, member FINRA, SIPC.
Leadership at CAIS
The team at the top of the org chart.
Matt Brown
Founder, Chairman, & CEO
171 reports
Tim Shannon
President
40 reports
Chris Zuczek
Chief Product Officer
32 reports
Kan Kotecha
Chief Technology Officer
19 reports
Alex Cavalieri
Managing Director, Chief Marketing Officer
15 reports
Brendan Cuddihy
Chief Operating Officer
13 reports
Neil Blundell
Managing Director, Head of the Investments Team
13 reports
Josette Leslie
Chief Financial Officer
7 reports
Brad Walker
Chief Client & Product Development Officer
7 reports
Board
Michael N. Bapis
Advisor
Cara Williams
Advisor
Andrew Putterman
Advisor
Jonathan Lee
Advisor
Milton Berlinski
Director
Ellen Levy
Board Observer
Open Jobs at CAIS (7)
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