Welcome to CAIA Minnesota Chapter
The CAIA Minnesota Chapter, launched in October 2019, seeks to provide the CAIA Members, Candidates, and alternative industry professionals of the Twin Cities area with a community built on four key tenets: development, diversity, insight, and visibility. Our mission is to promote thoughtful professional development and relationship-building opportunities unique to our community; seek inclusiveness and welcome diverse perspectives across public and private sectors, nonprofit organizations and universities; leverage our diversity and creativity to deliver experts insights about alternative investing tailored to the interests of our Members; and elevate the visibility of our professional talent, the CAIA designation, and business leadership to a broader universe.
Founded in 2019.




Chapter Executive Team
- Gregory Clay, CAIA, Chapter Head Senior Vice President, Relationship Management, Northern Trust Hedge Fund Services
- Ryan Johnston, CAIA, CFA, Chapter Executive Senior Analyst, State of Wisconsin Investment Board (SWIB)
- Andrew Brodbeck, CAIA, Chapter Executive Managing Director and Head of Alternative Investments, Business Development for US Retail, Alliance Bernstein
- Samuel Cote, CAIA, Chapter Executive Sr. Director, Alternative Investments, Wealth Management Solutions, Ameriprise Financial
- Grant Gherity, CAIA, CFA, Chapter Executive Internal Wealth Strategist, RBC Wealth Management
- Leif Gunderson, CAIA, CFA, Chapter Executive Founder, Nord Associates
- J.J. Kirby, CAIA, CFA, Chapter Executive Investment Director, University of St. Thomas
- Adam Longlais, CAIA, CFA, Chapter Executive Chief Investment Officer, Nicolet Wealth Management
- Ram Meenakshisundaram, MSCS, MBA, CAIA, CQF, MCSI, Chapter Executive Senior Vice President, Quantitative Services, KWA Analytics
- Tommy O’Hara, CAIA, Chapter Executive Financial Advisor, Piprude Financial – Principal Financial Network
- Tricia S. Scrivner, CAIA, CFA, Chapter Executive Director of Real Asset Strategies, Margaret A. Cargill Philanthropies
- David Slegh, CAIA, CFA, FDP, Chapter Executive Director of Research and Portfolio Manager, Quantitative Advantage, LLC (QA)
