About
I serve as the Chief Marketing Officer at CAIS, a leading alternative investment fintech…
Services
Articles by Alex
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7 Big Lessons Learned from Incubating a Startup Over the Past 12 months
7 Big Lessons Learned from Incubating a Startup Over the Past 12 months
Navigating the launch and growth of a first-year company in 2020 was probably one of the more unique experiences of all…
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Ship Something of Meaning Every Day
Ship Something of Meaning Every Day
In product management, the concept of shipping is one of the most important aspects of the job. Shipping is the idea…
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The Feedback Loop Matters
The Feedback Loop Matters
Early in my career, I struggled with feedback. I often responded poorly and fought to implement the specifics.
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Financial Advisors: Stop Automating Your Marketing
Financial Advisors: Stop Automating Your Marketing
I used to love the word automation. It was something that, as a younger marketer, I would use regularly in pool of my…
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What We Learned Launching Seven Group into Beta
What We Learned Launching Seven Group into Beta
The past year has been, what some would call, action-packed. Between marketing for CION Investments, onboarding a new…
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The Financial Advisor Marketing Model: A Combination of Traditional and Digital
The Financial Advisor Marketing Model: A Combination of Traditional and Digital
Two months ago, I was at a conference in Wisconsin – the location was remote, the weather already under 50 degrees, and…
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How Advisors Need to Think About Their Content Mix
How Advisors Need to Think About Their Content Mix
Building a marketing program for your practice can be complex, time-consuming, and frustrating – but the proof is in…
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Why Financial Advisors Need to Double Down on Marketing in 2020 (and What to Do About It)
Why Financial Advisors Need to Double Down on Marketing in 2020 (and What to Do About It)
Over the past year, we've spoken to over 50 financial advisors about their business goals and how they plan to…
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🎉 Congratulations to the 2025 #Wealthies Finalists! 🎉 We’re thrilled to announce the finalists for the 2025 Wealth Management Industry…
🎉 Congratulations to the 2025 #Wealthies Finalists! 🎉 We’re thrilled to announce the finalists for the 2025 Wealth Management Industry…
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No shortage of daily headlines about the economy - Rates, inflation, student loans, political impact, credit, equity markets, alts, and more..…
No shortage of daily headlines about the economy - Rates, inflation, student loans, political impact, credit, equity markets, alts, and more..…
Shared by Alex Cavalieri
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🚤 Private Credit is on the Move — Here’s Your New Navigation Chart The private credit market has reached $1.9 trillion in assets and continues to…
🚤 Private Credit is on the Move — Here’s Your New Navigation Chart The private credit market has reached $1.9 trillion in assets and continues to…
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Experience
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Education
Volunteer Experience
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3rd & 4th Grade Lacrosse Coach
Edgemont Youth Lacrosse
- Present 12 years
Children
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Fall & Spring PT Clinic Coach
Prime Time Lacrosse
- Present 13 years
Children
Languages
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Spanish
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The second half of 2025 brings new economic challenges. What are advisors watching for? Apollo Global Management, Inc.'s Chief Economist Torsten…
The second half of 2025 brings new economic challenges. What are advisors watching for? Apollo Global Management, Inc.'s Chief Economist Torsten…
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The countdown is on. In just 4 weeks, our fourth annual CAIS Alternative Investment Summit kicks off at the iconic Beverly Hilton in Beverly…
The countdown is on. In just 4 weeks, our fourth annual CAIS Alternative Investment Summit kicks off at the iconic Beverly Hilton in Beverly…
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This week, a few of us from the CAIS Austin office had the privilege of leading a financial literacy session for the Foster Angels of Central Texas…
This week, a few of us from the CAIS Austin office had the privilege of leading a financial literacy session for the Foster Angels of Central Texas…
Liked by Alex Cavalieri
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Finally had time to reflect on the past few weeks while on vacation with the family. Experiencing an NYSE bell ringing is incredible in itself, but…
Finally had time to reflect on the past few weeks while on vacation with the family. Experiencing an NYSE bell ringing is incredible in itself, but…
Liked by Alex Cavalieri
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Feeling very grateful 🙏 to be a finalist for CMO of the Year from the 2025 #wealthies by WealthManagement.com! I'm in great company with Ryan…
Feeling very grateful 🙏 to be a finalist for CMO of the Year from the 2025 #wealthies by WealthManagement.com! I'm in great company with Ryan…
Liked by Alex Cavalieri
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🎉 Congratulations to the 2025 #Wealthies Finalists! 🎉 We’re thrilled to announce the finalists for the 2025 Wealth Management Industry…
🎉 Congratulations to the 2025 #Wealthies Finalists! 🎉 We’re thrilled to announce the finalists for the 2025 Wealth Management Industry…
Liked by Alex Cavalieri
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Over the last decade, direct lending strategies, in aggregate, have steadily delivered income and maintained low correlation to traditional fixed…
Over the last decade, direct lending strategies, in aggregate, have steadily delivered income and maintained low correlation to traditional fixed…
Liked by Alex Cavalieri
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Check out our latest Private Market Insights newsletter highlighting the New Economy and where private infrastructure fits within today’s portfolio…
Check out our latest Private Market Insights newsletter highlighting the New Economy and where private infrastructure fits within today’s portfolio…
Liked by Alex Cavalieri
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Structured investments shouldn't mean operational burdens for advisors. Hear how Justin Sullivan, MBA, Investment Services Manager at Wealth…
Structured investments shouldn't mean operational burdens for advisors. Hear how Justin Sullivan, MBA, Investment Services Manager at Wealth…
Liked by Alex Cavalieri
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Travelling somewhere over the rainbow, meet the fastest growers in Kansas: Creative Planning Mariner Prime Capital Financial To learn more about…
Travelling somewhere over the rainbow, meet the fastest growers in Kansas: Creative Planning Mariner Prime Capital Financial To learn more about…
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Stay ahead of structured note maturities with the new roll functionality on the CAIS platform. Advisors can now actively manage expiring structured…
Stay ahead of structured note maturities with the new roll functionality on the CAIS platform. Advisors can now actively manage expiring structured…
Liked by Alex Cavalieri
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