David Canter joins CAIS as strategic advisor

David Canter joins CAIS as strategic advisor
Alternative investments platform reaffirms support for RIAs as it taps industry veteran.
FEB 02, 2024

Leading alternative investment platform CAIS has unveiled a new strategic appointment to bolster its commitment to independent financial advisors.

In a move that marks a significant milestone for CAIS, the company has announced David Canter as its newest strategic advisor. Canter brings with him a wealth of experience and insight accumulated over two decades serving 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, founder and CEO of CAIS. "David has been a champion of the RIA community for decades; his deep experience and network will have a meaningful contribution to our mission."

This is not Canter’s first time engaging with CAIS, as he has served on its advisory council for the better part of the last decade.

His extensive experience includes past leadership roles at Charles Schwab and a stint of more than 10 years at Fidelity Investments, where he led the RIA and family office segments. He was also at the forefront of Fidelity's practice management and consulting practice.

From there Canter went on to join Bluespring Wealth Partners, a unit of Kestra Holdings that was originally created as an RIA consolidator, as its president in 2022. But his leadership at Bluespring proved short-lived as he stepped down from the position less than a year later.

Currently, Canter is a trustee for the Accordant Investments family of mutual funds, and a board member of Invest in Others. Previously, he sat on the board at the Foundation for Financial Planning.

“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 said in a statement.

The latest announcement from CAIS on the heels of the launch of CAIS Live, its alternative investment education program tailored for independent financial advisors across the US. The program is designed to marry CAIS’ state-of-the-art technology with hands-on educational experiences through one-day events. As an extension of its platform, CAIS also offers CAIS IQ, which aims to help advisors gain deeper knowledge and confidence in alternative investment strategies.

Here's how Fed rate cuts will affect housing

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.