Guiding the Future,
Grounded in Experience.
The CAIA.nxt™ Advisory Council is a group of seasoned professionals and educators who help shape the direction of CAIA’s future-focused learning platform. Their insight ensures that CAIA.nxt™ stays attuned to the evolving realities of the investment profession while staying rooted in rigor and relevance.
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Mark Robillard, CAIA, CFA, FRM, Chair
Vice President, Research Analyst, Alternatives, Fidelity Investments®
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Jon Diorio
Managing Director, Head of Product for BlackRock's U.S. Wealth Business and Head of Alternatives for BlackRock's U.S. Wealth Business
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Phil Huber, CFA, CFP®
Head of Portfolio Solutions, Cliffwater
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Fran Kinniry, CFA
Principal, Head of Vanguard Investment Advisory Research Center, The Vanguard Group
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Sylvia Kwan, PhD, CAIA, CFA
CEO, Ellevest
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Jeff Masom
Head of US Distribution, Franklin Templeton
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Patrick McGowan
Managing Director, Head of Manager Research and Head of Alternative Investments, Sanctuary Wealth
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Thomas Morrison
Senior Managing Director and co-President of Blackstone Private Equity Strategies (BXPE), Blackstone
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Alison Nest
Managing Director and Head of Alternative Investments, Morgan Stanley
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Scott Reeder
Managing Director, Sixth Street
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Shannon Saccocia, CFA
Chief Investment Officer, NB Private Wealth, a division of Neuberger Berman
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Danielle Singer, CAIA, CFA
Head of Wealth Management Platforms, Invesco
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Anna Snider, CAIA
Head of Investment Selection, Chief Investment Office, Bank of America and Merrill
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Chris Tarui
Head of Global Alternatives Distribution, U.S. Consultant Relations, and OCIO, T. Rowe Price