CAIS, an alternative-investment platform for independent financial advisors, has tapped Fidelity Investments veteran David Canter as a strategic advisor to support its work with the RIA community.
"We are excited to have David join the CAIS team at a time when independent advisors are adopting CAIS technology as their primary solution to scale alternative investments," CAIS founder and CEO Matt Brown said in an announcement Thursday.
"David has been a champion of the RIA community for decades; his deep experience and network will have a meaningful contribution to our mission," Brown said.
