CAIS
Brooke leads the team responsible for ensuring close alignment of the CAIS ecosystem partners with our clients and the CAIS technology and product management team. She is responsible for Enterprise program management as well as operational data solutions & delivery. Brooke has over twenty years of leadership experience in technology, data, and analytics solutions delivery across many industries. Prior to CAIS, she worked at Envestnet, who acquired the data and analytics consulting group Brooke started in 2009. Brooke received a BA in Computer Science from Princeton University.
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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.