Position
President
Company
CAIS
New YorkSustainabilityFinancial ServicesSoftwareArtificial IntelligenceLending And InvestmentsFinanceFintechDescription
CAIS named Tim Shannon and Brad Walker as Co-Presidents, effective immediately, to accelerate advancement of strategic priorities and enhance alignment between growth-focused initiatives and operational excellence. Brad will oversee all client-facing initiatives, and Tim will optimize CAIS’ operational infrastructure.
Quick answer
CAIS Appoints Tim Shannon and Brad Walker as Co-Presidents (February 26, 2025). CAIS is based in New York, New York, United States.
- Who is the new President at CAIS?
- CAIS named Tim Shannon President, announced February 26, 2025.
- What did CAIS announce on February 26, 2025?
- CAIS named Tim Shannon and Brad Walker as Co-Presidents, effective immediately, to accelerate advancement of strategic priorities and enhance alignment between growth-focused initiatives and operational excellence. Brad will oversee all client-facing initiatives, and Tim will optimize CAIS’ operational infrastructure.
- What does CAIS do?
- CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale.
- Where is CAIS based?
- CAIS is based in New York, New York, United States.
- Which similar companies made leadership changes around the same time?
- Mastercard (February 20, 2025), Finova (March 6, 2025), Naver (March 14, 2025) and Angel One (March 15, 2025) also announced leadership changes within 45 days of CAIS.
Source: Fundz verified event record.
Other recent leadership changes in Sustainability and Financial Services
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- MasterCard Appoints Abhishek Lahiri as Vice President- Public Policy (February 20, 2025)
- Finova Appoints Sebastian Mrotzek as Director of Operations (March 6, 2025)
- Naver Appoints Hee-cheol Kim as Chief Financial Officer (CFO) (March 14, 2025)
- Angel One Limited Appoints Rohit Chatter as Chief Data Officer (CDO) (March 15, 2025)
- M&T Bank Appoints Charles Pinckney as Regional President for Hudson Valley (March 20, 2025)
- nCino, Inc. Appoints Sean Desmond as President and Chief Executive Officer (February 3, 2025)
Who to call at CAIS, and when
A new leader at CAIS brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day CAIS raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at CAIS, from your own LinkedIn network
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Fundz sees it the moment CAIS changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
CAIS changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.
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