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Cavalieri, Alex
Chief Marketing Officer
Investment Management
Luminaries 2026 Impact Statement
Alex Cavalieri serves as Chief Marketing Officer at CAIS, the alternative investments platform for financial advisors. In the CMO role, he oversees CAIS' marketing, brand strategy, content, communications, and events functions—managing the full scope of how CAIS reaches, educates, and engages the independent wealth management community. Over the past 12-18 months, Alex's most consequential contribution has been building a year-round advisor education and engagement ecosystem from the ground up. He led the fourth annual CAIS Alternative Investment Summit — drawing attendees across hundreds of advisory firms and producing more than 1,000 one-on-one advisor-manager meetings. He also guided CAIS Live into its third year of regional events, expanding the series to include specialty formats such as Leaders in Wealth and Women’s events.
