CAIS
Brad Walker is Chief Client and Product Development Officer at CAIS. He oversees client management, product origination, product support, product distribution, and leads the firm’s enterprise relationships. Brad has over 16 years of asset management and financial services experience. Prior to CAIS, Brad was the Director of Platform Distribution for Highbridge. Brad also worked at Morgan Stanley and Carlin Equities LLC. Brad received his BSBA from the University of Delaware. He holds FINRA Series 7, 24, and 63 licenses.
CAIS
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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.