Phillip Rollins, Managing Director | Structured Investments at CAIS

Phillip Rollins

Managing Director | Structured Investments at CAIS | New York, New York, United States

Profile last verified July 2026
Investment Management Verified Profile New York, New York, United States University of Delaware
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Phillip Rollins Socials
Phillip Rollins Work Experience

Managing Director | Structured Investments at CAIS in January 2025 - Present

Director | Structured Investments at CAIS in January 2023 - January 2025

Senior Vice President | Structured Investments at CAIS in January 2021 - February 2023

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Vice President | Structured Investments at CAIS in March 2019 - January 2021

Assistant Vice President at AllianceBernstein in July 2014 - March 2019

Associate at Morgan Stanley in December 2010 - July 2014

Phillip Rollins Education

University of Delaware, Bachelor of Science (B.S.), January 2006 to January 2010

Phillip Rollins Skills
Investments Customer Service Financial Analysis Sales Portfolio Management Mutual Funds
About Phillip Rollins’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

Discover more about CAIS
Phillip Rollins’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)

Jason Muchnick

Jason Muchnick

United States

Senior Vice President at CAIS Group

Senior Vice President at CAIS
(February 2024 – Present)

MC

Matthew Chang

New York City Metropolitan Area

Alternatives Manager Research @ CAIS

Alternative Investment Manager Research Senior Associate at CAIS
(July 2022 – 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 Phillip Rollins

What is Phillip Rollins email address?

Email Phillip Rollins at [email protected]. This email is the most updated Phillip Rollins's email found in 2026.

How to contact Phillip Rollins?

To contact Phillip Rollins send an email to [email protected].

What company does Phillip Rollins work for?

Phillip Rollins works for CAIS.

What is Phillip Rollins's role at CAIS?

Phillip Rollins is Managing Director | Structured Investments

What industry does Phillip Rollins work in?

Phillip Rollins works in the Investment Management industry.

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