Sr. Product Manager, Funds
CAIS
May 2022 - Feb 2025 (2 years 10 months)
CAIS is the leading alternative investments platform offering Private Market & Hedge Funds through an open architecture marketplace for the wealth community.
• Led data-driven product development, optimizing the Pre-Trade shopping experience for 60,000+ financial advisors.
• Spearheaded CAIS Compass, a portfolio construction tool redefining the “Why” for alternative investments, moving past $65M transactional revenue in Q1 ‘25.
• Pioneered CAIS’ first client-facing AI feature, leveraging Anthropic’s Claude, RAG modeling, and prompt optimization, establishing a foundation for future AI-driven innovations.
• Launched Model Portfolio offerings, streamlining alternative asset allocation for the growing wealth community.
• Built and maintained t