Two investment industry veterans have been hired by fintech specialized brokerage Cache to lead two pillars of its business.
Aaron White, CFP, former chief growth officer at $4.5 billion AUM RIA firm Adero Partners, joins the firm as head of investor solutions.
With 16 years in the industry, his specialism at Adero was advising clients including tech execs, founders, venture capitalists, and private equity executives on the complex world of managing concentrated stock portfolios.
Previously, he was with early stage investment firm Vista Venture Partners, software firm Fyxt, and tax firm Burr Pilger Mayer.
At Cache he will develop the product range and be the firm’s liaison with high-net-worth clients.
Also joining is Shang Chou, CQF as head of institutional solutions, having previously been with Tema ETFs as chief revenue officer.
With a career spanning more than 15 years including roles at Pimco, JPMorgan, Goldman Sachs, and Simplify, he will lead the institutional channel at Cache, serving independent RIAs, broker-dealers, and other financial intermediaries to deepen the firm’s relationships across the wealth management community.
“We’re building a modern solution for a common and growing problem that impacts a wide range of corporate professionals from engineers to executives and CEOs, and investors ranging from timely stock-pickers to family offices,” said Srikanth Narayan, founder and CEO of Cache. “Cache has been challenging the status quo since day one, and we’re thrilled to attract world-class talent like Aaron and Shang. Their leadership will help Cache reach more investors, providing essential tools to navigate equity concentration strategically and efficiently.”
The firm provides tax-efficient diversification solutions for managing large, concentrated holdings and earlier this year announced that it crossed $300 million in assets under management within just ten months of its launch.
Cache Exchange Funds enables investors to diversify their single stock holdings without triggering immediate capital gains taxes.
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