Canter spent over a decade in leadership roles at Fidelity before joining the alterative investments fintech.
CAIS, an alternative-investment platform for independent financial advisors, has tapped Fidelity Investments veteran David Canter as a strategic advisor to support its work with the RIA community.
“We are excited to have David join the CAIS team at a time when independent advisors are adopting CAIS technology as their primary solution to scale alternative investments,” CAIS founder and CEO Matt Brown said in an announcement Thursday.
“David has been a champion of the RIA community for decades; his deep experience and network will have a meaningful contribution to our mission,” Brown said.
Before joining CAIS, Canter spent more than a decade at Fidelity, where he led the RIA and family office segments and spearheaded the practice management and consulting practice for Fidelity Institutional. He was president of the Kestra subsidiary Bluespring Wealth Partnhers from 2022 to 2023.
Canter’s appointment follows the announcement of CAIS Live, the fintech’s nationwide alternative investment education program for independent financial advisors.
Pictured: David Canter