CAIS
Colin Lucas is currently the Director, Product Specialist at CAIS. Prior to that, they were an Analyst at Endeavor Mexico where they were responsible for Entrepreneur Search and Selection.
Colin Lucas started their educational career at Essex High School in Vermont. Colin then attended the University of Vermont, where they earned a B.A. in political science and Spanish. After college, they studied abroad in Madrid, Spain through Middlebury College.
Colin Lucas reports to Brad Walker, Chief Client & Product Development Officer. They are on a team with Tim Donaldson - Director, Product Specialist, Judah Schulman - Director, Product Specialist.
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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.