Brad Walker, Chief Client and Product Development Officer at CAIS

Brad Walker

Chief Client and Product Development Officer at CAIS | New York, New York, United States

Profile last verified July 2026
Financial Services Verified Profile New York, New York, United States
Verified

Personal Email

***@yahoo.com

Personal • High Confidence

Phone Number

(212) ***-*131

United States • Phone

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Brad Walker Socials
Brad Walker Work Experience

Chief Client and Product Development Officer at CAIS in January 2022 - Present

Senior Managing Director at CAIS in June 2012 - May 2022

Vice President at Highbridge Capital Management in April 2010 - June 2012

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Financial Advisor at Morgan Stanley in July 2005 - April 2010

Equity Trader at Carlin Equities - Generic Trading of Philadelphia in June 2004 - July 2005

Brad Walker Skills
Series 7 Securities FINRA Due Diligence Wealth Management Alternative Investments Asset Allocation Asset Management Asset Managment Bloomberg Capital Markets Commodity Corporate Finance Derivatives ETFs Emerging Markets Equities Equity Research Finance Hedge Funds Financial Advisory Financial Analysis Financial Markets Financial Modeling Financial Services Fixed Income Fund Of Funds High Net Worth Individuals Funding Investment Advisory Investment Management Investment Banking Investments Investment Strategies Investor Relations Mutual Funds Options Portfolio Management Private Equity Retirement Planning Risk Management Series 63 Series 24 Strategic Financial Planning Strategy Trading Valuation Uniform Combined State Law Venture Capital Wealth
About Brad Walker’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 providing financial advisors and alternative asset managers with a single operating system for scale and efficiency. CAIS serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 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

Discover more about CAIS
Brad Walker’s Colleagues
Brooke Jones

Brooke Jones

Baltimore City County, Maryland, United States

Managing Director, CAIS Operations

Group Head, DataOps at Envestnet, Inc
(August 2026 – August 2026)

Chris Mcqueen

Chris Mcqueen

Greater London, England, United Kingdom

Tech Lead of CAIS Structured Investments

Technical Lead at CAIS
(October 2022 – Present)

Joanna Munjack

Joanna Munjack

New York City Metropolitan Area

Director of Events at CAIS

Director at BNY Mellon | Pershing
(February 2007 – Present)

Carolyn Maskin

Carolyn Maskin

Los Angeles, California, United States

SVP, Technical Project Manager

Senior Vice President - Technical Project Manager at CAIS
(June 2022 – Present)

Andrew Mihaly

Andrew Mihaly

Greater Philadelphia

Senior Associate | Alternative Investments - Financial Technology

Senior Associate, Fund Management at CAIS
(May 2024 – Present)

Evangelia Morganelli

Evangelia Morganelli

New York, New York, United States

Director at CAIS Group

Director, Enterprise Relationship Management at CAIS
(January 2021 – Present)

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Frequently asked questions about Brad Walker

What is Brad Walker email address?

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

How to contact Brad Walker?

To contact Brad Walker send an email to [email protected] or [email protected].

What company does Brad Walker work for?

Brad Walker works for CAIS.

What is Brad Walker's role at CAIS?

Brad Walker is Chief Client and Product Development Officer

What industry does Brad Walker work in?

Brad Walker works in the Financial Services industry.

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