A former chief technology officer at Morgan Stanley Wealth Management has been tasked with driving a leading alternative investment platform for financial advisors.
Kan Kotecha has joined CAIS as its chief technology officer with a brief to accelerate a simplified user experience for financial advisors, asset managers, custodians, TAMPS, and other key ecosystem partners.
Leading a team of engineers, he will be responsible for developing a unified operating system for alternative investments and will be a thought leader for investment and wealth management professionals as the technology landscape evolves with AI and other emerging technologies.
“We are thrilled to welcome Kan during a pivotal moment for the firm and industry at large,” said Matt Brown, CEO of CAIS. “With technologists now making up nearly half of the CAIS team, we are uniquely positioned to further expand and enhance our vision to create the most connected alternative investment operating system across the pre-trade, trade, and post-trade lifecycle.”
As well as his experience at Morgan Stanley, Kotecha’s two decades of developing innovative solutions includes leadership roles in corporate engineering at Google.
He explained why he decided CAIS was the next step for his career.
“From the start, I was drawn to the firm’s dedication to revolutionizing the industry with modern technology,” he said. “I am also deeply impressed with the firm’s culture, which promotes excellence and inclusion. I'm thrilled to bring my experience in large-scale engineering and wealth management to amplify CAIS' already impressive track record of disrupting the industry with groundbreaking tech solutions and partnerships.”
CAIS has been expanding its capabilities through partnerships in recent months including MassMutual and Captrust and also through bolstering its team, including hiring Chris Zuczek who joined CAIS in 2023 as chief product officer.
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