CAIS, the leading alternative investment platform for independent financial advisors, today named Tim Shannon and Brad Walker as Co-Presidents, effective immediately, to support the company’s next phase of growth.
The new leadership structure was designed to accelerate advancement of strategic priorities by enhancing alignment between growth-focused initiatives and operational excellence. In these newly created roles, Brad will continue to build on his existing leadership by overseeing all client-facing initiatives, while Tim will remain focused on optimizing CAIS’ operational infrastructure. Together, they will ensure that both sides of the business maintain continuity while executing the company’s long-term vision. Both Brad and Tim will continue to be based in New York City and report directly to CAIS Founder and CEO Matt Brown.
“As we evolve as a firm, we see an opportunity to advance our strategic priorities while maintaining streamlined connectivity across our executive team,” said Brown. “Brad and Tim have both demonstrated exceptional leadership during their tenure at CAIS and together bring a complementary blend of expertise that is essential to executing the company’s long-term vision.”
Brad joined the firm in 2012 and has been integral to expanding the platform and deepening the firm’s relationships with independent financial advisors and asset managers. Tim, having served as President for over a decade, has been instrumental to building the company’s operational infrastructure and governance.
“As we continue to grow and scale, we are confident that our collaborative leadership approach will drive value and success across every facet of the business,” Tim commented.
“I am excited to take on this expanded role and work alongside Tim to lead the company into its next phase of growth,” Brad added. “Together, our shared expertise will be crucial in driving the continued success and evolution of CAIS.”
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