CAIS
Tim Shannon is President and CFO of CAIS and is responsible for firm management and business development. He has over 26 years of experience in alternative investments and wealth management. Shortly after launching his career, he founded Praxis Advisory, later acquired by Bank of America,. He has held positions as Head of Business Development at Morgan Stanley Hedge Fund Partners, Managing Director at Citigroup Private Bank, COO of Traxis Partners and COO of Bernstein Private Wealth Management. Tim holds an MBA from The Wharton School and a BS from the University of Pennsylvania. He holds FINRA Series 7, 24, and 63 licenses.
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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.