The potential to expand access to alternative investments

Episode 156

Episode Notes

Bruce and Jeff are joined by Abby Salameh, chief marketing officer and managing director of CAIS IQ, to talk about the appetite for and access to alternative investments. 

Guest Bio:

Abby Salameh is the Chief Marketing Officer and Managing Director of CAIS IQ. 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.  

Before joining CAIS, she served as CMO at Hightower and Private Advisor Group. She has also previously held leadership positions at Fusion Advisor Network and was Head of Marketing for Institutional Services at TD Ameritrade and TD Waterhouse Institutional Services. She holds a BA in Finance from Hofstra University and an MBA from the NYU Stern School of Business. 

This episode is sponsored by Schwab Asset Management.

Schwab Asset Management is proud to sponsor the InvestmentNews Podcast. In today’s complex world, Schwab Asset Management provides a simple, straightforward approach to investing. As one of the largest and most experienced asset managers, they offer low-cost core ETFs for building the foundation of a diversified portfolio. Their focused lineup, which includes market cap index and strategic beta ETFs, is a reflection of a commitment to deliver exceptional experiences to investors and the financial professionals who serve them. Learn more at schwabassetmanagement.com/etfs.That’s schwabassetmanagement.com/etfs.

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