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TECHNOLOGY PROVIDERS Chief Marketing Officer of the Year
CAIS
Abby Salameh
Abby Salameh is the Chief Marketing Officer, Managing Director CAIS IQ, Head of Strategic Partnerships. She leads the firm’s brand and media strategy, corporate communications, channel marketing, and the CAIS IQ business unit. Abby has more than 20 years of experience in the independent wealth ecosystem. She is outspoken around the role of technology in democratizing access to alternative investments and has been a featured
speaker at leading industry events including such as Deals&Dealmakers Summit, Barron’s Independent Summit, Future Proof, Tiburon Strategic Advisors CEO Summit, Barron’s Advisor Women Summit and Market Counsel Summit.
CAIS is the leading alternative investment platform for independent financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source. As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help financial advisors deepen their knowledge and increase their confidence in alternative investment strategies.
Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which make investing in alternatives simpler. Founded in 2009, CAIS, a fintech leader, is empowering over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume as the first marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, San Francisco, and London. For more information about CAIS, please visit www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
www.caisgroup.com
188 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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