CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ

Browning’s industry network and experience to accelerate growth of learning platform for the wealth management community

NEW YORK–(BUSINESS WIRE)–CAIS, the leading alternative investment platform, has added Michelle Browning as its Director of Business Development for the CAIS IQ learning platform.

Browning brings two decades of experience in financial services education to the role, having served in a variety of different roles ranging from advisor relations to sales leadership at Merrill Lynch, ATEL Capital Group, W. P. Carey Inc., AI Insight, and most recently Alternative Investment Exchange. Browning has also managed relationships across the entire wealth management ecosystem including advisors, broker dealers, and custodians.

Browning said, “I share CAIS’s commitment to transform advisor education. With CAIS IQ, we have an unparalleled advantage to truly advance the wealth management industry with our state-of-the-art learning platform.”

With this new hire, CAIS IQ continues its commitment to empowering financial advisors to master alternative investments and better serve end clients. The platform combines machine learning and content curation from industry leaders to accelerate learning for financial advisors who access the platform via web and mobile applications. Most recently, CAIS IQ partnered with Buckingham Strategic Wealth to develop original content for their advisors.

“CAIS’s strong advisor adoption rates and accelerated growth allow us to attract the top-tier talent required to build the leading fintech platform for financial advisors and asset managers,” said Matt Brown, Founder and CEO of CAIS. “Michelle’s passion for financial services education, combined with her deep industry experience, makes her an outstanding choice to lead CAIS IQ’s business development efforts.”

About CAIS

CAIS is the leading alternative investment and financial education 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, digital assets, 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.

All funds listed on CAIS undergo Mercer’s independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab, and Pershing, making investing in alternatives simple.

Founded in 2009, CAIS, a fintech leader, empowers over 4,200+ unique advisor firms/teams who oversee more than $2T+ in network assets. Since inception, CAIS has facilitated over $13B+ in transaction volume. CAIS is the first open marketplace where financial advisors and asset managers engage and transact directly on a massive scale.

Securities offered through CAIS Capital LLC, member FINRA, SIPC.


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