Leadership transition underscores the Council’s role in shaping
industry-relevant alternatives education.
Amherst, MA – May 5, 2026 — CAIA Association today announced that Mark Robillard, CAIA, CFA, FRM, Vice President and Research Analyst, Alternatives at Fidelity Investments®, has been appointed Chair of the CAIA.nxt™ Advisory Council, effective April 30, 2026. In his role within Fidelity Institutional Wealth Adviser, the registered investment advisor at Fidelity Institutional, Robillard leads due diligence research for private equity investment strategies and authors thought leadership for a platform supporting a wide range of wealth management firms and institutional investors.
“The strength of CAIA.nxt™ comes from its direct connection to practitioners working through the industry’s evolution in real time,” said Mark Robillard, CAIA, CFA, FRM. “Having been part of the Advisory Council since 2022, I have seen the rigor behind its content and the value it delivers. I am honored to step into this role and continue advancing a platform that helps professionals translate insight into action.”
“Mark brings deep expertise in alternatives and a strong commitment to advancing investor education,” said Steven Novakovic, CAIA, CFA, Managing Director, Educational Programs at CAIA Association. “As an early member of the Advisory Council, he has already helped shape the direction of CAIA.nxt™. His leadership as Chair will further strengthen our ability to deliver relevant, high-impact content to the industry.”
Robillard succeeds Anna Snider, CAIA, Head of Investment Selection in the Chief Investment Office at Bank of America and Merrill, who has served as Chair since the Council’s inception in April 2022. A founding leader of the initiative, Snider was hand-picked to help guide CAIA.nxt™ from concept to launch and worked closely with CAIA’s development team to shape its structure and industry relevance. She will remain an active member of the advisory group, continuing to contribute her expertise as the Council evolves.
“It has been a privilege to serve as Chair since the Council’s inception,” said Anna Snider, CAIA. “What makes this group exceptional is not just the caliber of its members, but their shared commitment to shaping content that reflects the realities of today’s market. I’m proud of what we’ve built and confident that Mark’s leadership will continue to elevate the impact of CAIA.nxt™ across the industry.”
CAIA.nxt™ is CAIA Association’s professional digital learning ecosystem, delivering a continuously evolving, practitioner-driven path to alternatives education. Its content and curriculum are informed directly by the Advisory Council, ensuring alignment with real-world challenges facing allocators, managers, and advisors today. The CAIA.nxt™ Advisory Council is comprised of senior leaders across wealth and asset management, representing firms responsible for trillions in client assets.
With a strong foundation established under its founding Chair, this transition reflects CAIA Association’s ongoing commitment to evolving CAIA.nxt™ in step with the industry.
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About CAIA
The CAIA (Chartered Alternative Investment Analyst) Association is the leading professional body for alternatives investment education and credentialing. The organization supports the global investment industry by offering the CAIA Charter and a portfolio of education, research, and thought-leadership initiatives. More than 14,000 Members across 100+ countries form the world’s most energized community of alternative investment professionals dedicated to advancing professional standards and promoting better investment outcomes. Learn more at https://caia.org/.
Media Contact:
Philip Nunes - Pnunes@gregoryagency.com
Stephen Fishleigh - sfishleigh@gregoryagency.com
Fidelity Investments is an independent company, unaffiliated with CAIA.nxt™ .
Fidelity Investments is a registered trademark of FMR LLC.
