CAIS, an alternative investment platform, has named 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.
The CAC members are:
Michael Bapis, Managing Director, Vios Advisors, Rockefeller Capital Management
Ken Brodkowitz, Chief Investment Officer, Gries Financial Partners
Stephen Carlson, Managing Director, SCS Financial
David Copeland, Principal, Strategic Wealth Partners
Jason Cort, President, Founding Partner, Quadrant Private Wealth
Jesse Ellington, Chief Investment Officer, Atlantic Union Bank Wealth Management
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
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
