Worldwide (all)

Adele Kohler, CFA

Adele Kohler, CFA, joined CAIA Association in 2025 as its first Managing Director of the Americas. She leads the Association’s efforts across Canada, the United States, and Latin America, some of the largest and most dynamic capital markets in the world, advancing CAIA’s Vision 2035 and helping to redefine what it means to be an investment professional in a world where everything is now an alternative.

Dan Bienvenue, CFA, CAIA

Dan Bienvenue is a Managing Director at General Atlantic on the Capital Solutions team and focuses on the firm's solutions for pensions. Before joining General Atlantic in 2025, Dan served in several leadership roles at the California Public Employees Retirement System (CalPERS), including interim CIO on two occasions and Deputy CIO on a permanent basis. He was at CalPERS for nearly 21 years. Prior to that, his experience includes being a Principal and Senior Portfolio Manager for Barclays Global Investors (BGI) and being in the analyst program at JPMorgan out of undergrad.

Grant Gherity, CFA, CAIA, Chapter Executive

Grant is a dedicated professional serving as an Internal Wealth Strategist at RBC Wealth Management. Located in Minneapolis, his primary focus is to assist clients in comprehending their financial objectives and formulating strategies for intricate wealth management issues. By understanding their unique financial circumstances, he offers tailored strategies to address complex wealth management challenges.

Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP

As a member of the Leadership Team at CAIA Association, Aaron partners with asset managers, institutional investors, and wealth managers to distill advanced investment concepts into real-world frameworks. With his prior experience in high-net-worth investment strategy and portfolio management, he brings thought leadership, industry context, and practical implementation to a global community of investment professionals.