David Canter has joined CAIS as a strategic adviser.
Canter brings more than 20 years of experience serving the independent advisor community, including more than a decade at Fidelity Investments. At Fidelity, Canter led the RIA and family office segments and spearheaded the practice management and consulting practice for Fidelity Institutional.
Earlier in his career, Canter held a senior leadership role at Charles Schwab and currently serves as trustee to Accordant Investments’ family of mutual funds, as a board member of Invest in Others, and he was a prior board member of the Foundation for Financial Planning.