UniFi by CAIA™ Advisory Council

UniFi by CAIA™ is informed by senior leaders across the private wealth management industry.

The design of the UniFi by CAIA™ ecosystem and the forthcoming content roadmap has also benefited from the involvement of a new Advisory Council made up of several wealth and asset management industry luminaries.

UniFi Advisory Council

Anna Snider, CAIA, Chair

Head of Investment Selection, Chief Investment Office at Bank of America and Merrill

Phil Huber, CFA, CFP®

Head of Portfolio Solutions at Cliffwater

Kristin Kallergis

Global Head of Alternative Investments at JP Morgan

Fran Kinniry, CFA

Principal, Head of Vanguard Investment Advisory Research Center at The Vanguard Group

Richard Kozlowski

Head of Segmented Sales at BlackRock

Sylvia Kwan, PhD, CFA, CAIA

Chief Investment Officer at Ellevest

Jeff Masom

Head of US Distribution at Franklin Templeton

Patrick McGowan

Managing Director, Head of Manager Research and Head of Alternative Investments at Sanctuary Wealth

Thomas Morrison

Senior Managing Director and co-President of Blackstone Private Equity Strategies (BXPE) at Blackstone

Alison Nest

Managing Director and Head of Alternative Investments at Morgan Stanley

Scott Reeder

Managing Director at Sixth Street

Mark Robillard, CFA, CAIA, FRM

Vice President, Research Analyst, Alternatives at Fidelity Investments

Shannon Saccocia, CFA

Chief Investment Officer at NB Private Wealth, a division of Neuberger Berman

Chris Tarui

Head of Global Alternatives Distribution, U.S. Consultant Relations, and OCIO at T. Rowe Price