Timothy Shannon

Timothy Shannon Email and Phone Number

President @ CAIS
Summit, NJ, US
Timothy Shannon's Location
Summit, New Jersey, United States, United States
Timothy Shannon's Contact Details

Timothy Shannon personal email

n/a
About Timothy Shannon

Timothy Shannon is the President & CFO at CAIS.CAIS is the leading financial technology platform connecting independent financial advisors with alternative investments. The CAIS Platform provides access to a broad menu of funds and products with streamlined execution. CAIS complements its fund offerings with independent due diligence provided by Mercer.CAIS maintains an unwavering commitment to delivering institutional functionality and reliability. Mercer and State Street further this commitment by bringing global scale and oversight to the exchange. CAIS is an independent, advisory-only service provider and avoids key conflicts of interest by not engaging in wealth management activities. The firm’s neutrality allows CAIS to operate an unbiased and transparent investment marketplace for the global wealth management industry.CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC. For more information about CAIS visit www.caisgroup.com.

Timothy Shannon's Current Company Details
CAIS

Cais

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President
Summit, NJ, US
Timothy Shannon Work Experience Details
  • Cais
    President
    Cais
    Summit, Nj, Us
    View
  • Cais
    President
    Cais Apr 2024 - Present
    New York, New York, Us
    View
  • Cais
    President & Cfo
    Cais Apr 2013 - May 2024
    New York, New York, Us
    View
  • Bernstein Global Wealth Management
    Chief Operating Officer
    Bernstein Global Wealth Management Dec 2010 - Feb 2012
    New York, New York, Us
    View
  • Traxis Partners
    Chief Operating Officer And Head Of Business Development
    Traxis Partners Jun 2007 - Dec 2010
    View
  • Citigroup Private Bank
    Managing Director - Head Of Us Strategy And Business Development
    Citigroup Private Bank Aug 2005 - Jun 2007
  • Morgan Stanley Hedge Fund Partners / Alternative Investment Partners
    Head Of Business Development
    Morgan Stanley Hedge Fund Partners / Alternative Investment Partners Sep 2001 - Aug 2005

Timothy Shannon Skills

Hedge Funds Investments Portfolio Management Alternative Investments Wealth Management Asset Management Strategy Due Diligence Financial Modeling Securities Equities Financial Services Structured Finance Asset Managment Back Office Financial Structuring Securitization

Timothy Shannon Education Details

  • The Wharton School
    The Wharton School
    Master Of Business Administration (Mba)
  • University Of Pennsylvania
    University Of Pennsylvania
    Economics

Frequently Asked Questions about Timothy Shannon

What company does Timothy Shannon work for?

Timothy Shannon works for Cais

What is Timothy Shannon's role at the current company?

Timothy Shannon's current role is President.

What is Timothy Shannon's email address?

Timothy Shannon's email address is ts****@****oup.com

What is Timothy Shannon's direct phone number?

Timothy Shannon's direct phone number is +121230*****

What schools did Timothy Shannon attend?

Timothy Shannon attended The Wharton School, University Of Pennsylvania.

What skills is Timothy Shannon known for?

Timothy Shannon has skills like Hedge Funds, Investments, Portfolio Management, Alternative Investments, Wealth Management, Asset Management, Strategy, Due Diligence, Financial Modeling, Securities, Equities, Financial Services.

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