Wealth solutions provider CAIS has announced plans to launch a new office in Austin, Texas, in January 2018.
CAIS president and COO Tim Shannon said: “Serving the needs of independent advisors requires finding a balance between providing superior technology solutions and a high-touch service model,” explained Shannon. “CAIS will continue to show our commitment by opening offices in key cities.”
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The firm also bolstered its leadership lineup by appointing Markus Persson as director of finance and David Kaul as director, alternative investments.
Persson will spearhead all areas of finance and accounting for the company. He most recently served as the head of corporate accounting and associate director at Point72, and formerly also had a stint at KPMG.
Kaul, who joins from Stifel Nicholas & Co., will be responsible for managing the firm’s fund origination, onboarding and relationship management in the new role. He previously also worked at Barclays, Muirfield Capital Management, Viking Investment Group and Union Bancaire Privee Asset Management.
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