CAIS, the leading alternative investment platform for independent financial advisors, announced that David Canter has joined the firm as a Strategic Advisor to support the company’s ongoing commitment to 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,” said Matt Brown, CAIS Founder and CEO. “David has been a champion of the RIA community for decades; his deep experience and network will have a meaningful contribution to our mission,” continued Brown.
Canter brings more than 20 years of experience serving the independent advisor community, including more than a decade at Fidelity Investments. At Fidelity, Canter led the RIA and Family Office Segments and spearheaded the Practice Management and Consulting practice for Fidelity Institutional. Earlier in his career, David held a senior leadership role at Charles Schwab and currently serves as trustee to Accordant Investments family of mutual funds, a board member of Invest in Others, and a prior board member of the Foundation for Financial Planning.
“I’ve had the pleasure of working alongside CAIS while at Fidelity, and also as a member of the CAIS Advisory Council for the better part of the last decade,” said Canter. “I’m looking forward to working closely with the entire CAIS team as they continue to develop best-in-class technology solutions for the independent advisor community.”
Canter’s appointment follows the announcement of CAIS Live, a nationwide alternative investment education program for independent financial advisors that features one-day events focused on combining CAIS’ best-in-class technology with in-person educational experiences.
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