Browning’s industry network and experience to accelerate growth of learning platform for the wealth management community
CAIS, the leading alternative investment platform, has added Michelle Browning as its Director of Business Development for the CAIS IQ learning platform.
“CAIS’s strong advisor adoption rates and accelerated growth allow us to attract the top-tier talent required to build the leading fintech platform for financial advisors and asset managers”
Browning brings two decades of experience in financial services education to the role, having served in a variety of different roles ranging from advisor relations to sales leadership at Merrill Lynch, ATEL Capital Group, W. P. Carey Inc., AI Insight, and most recently Alternative Investment Exchange. Browning has also managed relationships across the entire wealth management ecosystem including advisors, broker dealers, and custodians.
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Browning said, “I share CAIS’s commitment to transform advisor education. With CAIS IQ, we have an unparalleled advantage to truly advance the wealth management industry with our state-of-the-art learning platform.”
With this new hire, CAIS IQ continues its commitment to empowering financial advisors to master alternative investments and better serve end clients. The platform combines machine learning and content curation from industry leaders to accelerate learning for financial advisors who access the platform via web and mobile applications. Most recently, CAIS IQ partnered with Buckingham Strategic Wealth to develop original content for their advisors.
“CAIS’s strong advisor adoption rates and accelerated growth allow us to attract the top-tier talent required to build the leading fintech platform for financial advisors and asset managers,” said Matt Brown, Founder and CEO of CAIS. “Michelle’s passion for financial services education, combined with her deep industry experience, makes her an outstanding choice to lead CAIS IQ’s business development efforts.”
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