About This Episode

CAIS is a truly open marketplace for alternative investments, where financial advisors and asset managers can engage and transact directly on a massive scale. Advisors do not have the same access to alternative investments as large institutions. Without that access, advisors have fewer tools to capitalize on opportunities or withstand market downturns. This unlevel playing field puts financial advisors at a meaningful disadvantage when building and protecting wealth. CAIS is aiming to change that.

About Our Guest

Abby Salameh serves as CAIS’ chief marketing officer and managing director, CAIS IQ, where she leads the firm’s brand and media strategy, corporate communications, channel marketing, conferences/events and the CAIS IQ business unit. Ms. Salameh has over 20 years of experience in the independent wealth ecosystem.

Before joining CAIS, she served as Hightower’s Chief Marketing Officer, taking the firm through a strategic rebrand that helped support the transformation of the firm from a recruiter of ex-wirehouse advisors into a serial acquirer of RIAs.

Prior to that, Ms. Salameh was CMO at Private Advisor Group, a $20 billion RIA, where she spent six years creating top-line solutions for independent advisors and driving both organic and inorganic growth. She has also previously held leadership positions at Fusion Advisor Network, where she successfully led the company’s sale to NFP, and was Head of Marketing for Institutional Services at TD Ameritrade and TD Waterhouse Institutional Services. Ms. Salameh began her career at Sanford C. Bernstein before moving on to become a founding member of the team that launched InvestmentNews.

Ms. Salameh is a member of the FSI Growth & Marketing Council, a member of the Invest in Others Board of Directors, a vetted industry speaker and a regular volunteer at her local animal shelter. She holds an MBA from the NYU Stern School of Business and a Bachelor’s degree in Finance from Hofstra University.

Show Notes

• Here is a link to the CAIS website.
• Here for a link to register for the CAIS Summit: https://info.caisgroup.com/cais-alternative-investment-summit-0

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