Jason Muchnick, Senior Vice President at CAIS

Jason Muchnick

Senior Vice President at CAIS | United States

Profile last verified July 2026
Financial Services Verified Profile United States Binghamton University
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Personal Email

***@yahoo.com

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Phone Number

516*****

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Jason Muchnick Socials
Jason Muchnick Work Experience

Senior Vice President at CAIS in February 2024 - Present

Vice President, Structured Solutions at CAIS in January 2021 - February 2024

Vice President National Accounts, Axio at Axio Financial LLC in October 2018 - October 2020

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Key Accounts Manager - National Accounts, Vice President at Incapital in May 2017 - September 2018

Vice President of Business Development at Incapital in July 2014 - May 2017

e-Consultant at Advisor Group in December 2009 - June 2014

Internal Consultant at Advisor Group in November 2005 - December 2009

Jason Muchnick Education

Binghamton University, B.S., January 1996 to January 1998

Nassau Community College, Liberal Arts Humanities and Social Sciences, January 1993 to January 1996

Jason Muchnick Skills
Financial Advisory Separately Managed Accounts Investment Advisory Retirement Planning Series 7 Mutual Funds 401k Retirement Financial Services Series 63 Uniform Combined State Law Series 6 FINRA Series 65 Securities Alternative Investments ETFs 401(k) Retirement Savings Plans Trading Securities Regulation
About Jason Muchnick’s Current Company
CAIS

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments and capital markets strategies providing financial advisors and alternative asset managers a single operating system for scale and efficiency. CAIS serves over 2,000 wealth management firms that support more than 62,000 financial advisors who oversee approximately $7 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in London; Austin, Texas; and Red Bank, New Jersey. CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others. For more information about CAIS, please visit www.caisgroup.com. Securities offered through CAIS Capital LLC, member FINRA, SIPC. https://www.caisgroup.com/legal/social-media-disclaimer

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Jason Muchnick’s Colleagues
Chris Crawford

Chris Crawford

New York, New York, United States

Managing Director at CAIS

Managing Director at CAIS
(January 2020 – Present)

Georgios Tentes

Georgios Tentes

London, England, United Kingdom

Software Engineer

Software Engineer at ARM
(October 2015 – August 2026)

Daniel Imber

Daniel Imber

Greater London, England, United Kingdom

Principal Engineer

Mobile Technical Lead (Contract) at UBS Wealth Management
(January 2014 – August 2026)

MC

Matthew Chang

New York City Metropolitan Area

Alternatives Manager Research @ CAIS

Alternative Investment Manager Research Senior Associate at CAIS
(July 2022 – Present)

Phillip Rollins

Phillip Rollins

New York, New York, United States

Managing Director | Structured Investments at CAIS

Managing Director | Structured Investments at CAIS
(January 2025 – Present)

Megan Gillinschwartz

Megan Gillinschwartz

New York, New York, United States

Managing Director at CAIS

Managing Director at CAIS
(February 2025 – Present)

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Frequently asked questions about Jason Muchnick

What is Jason Muchnick email address?

Email Jason Muchnick at [email protected] and [email protected]. This email is the most updated Jason Muchnick's email found in 2026.

What is Jason Muchnick phone number?

Jason Muchnick phone number is 5169788919.

How to contact Jason Muchnick?

To contact Jason Muchnick send an email to [email protected] or [email protected]. If you want to call Jason Muchnick try calling on 5169788919.

What company does Jason Muchnick work for?

Jason Muchnick works for CAIS.

What is Jason Muchnick's role at CAIS?

Jason Muchnick is Senior Vice President

What industry does Jason Muchnick work in?

Jason Muchnick works in the Financial Services industry.

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