Tim Donaldson

Managing Director - Platform Solutions at CAIS

Speaker

Tim Donaldson is a Managing Director on the Platform Solutions team, where he leads efforts to collaborate with the firm’s most strategic accounts, designing and implementing customized platform experiences tailored to their unique needs. With over 17 years of experience in asset management and financial services, Tim brings deep industry expertise and a results-driven approach to his role.

Prior to joining CAIS, he held positions at PineBridge Investments, Credit Suisse, and Bear Stearns. Tim holds a bachelor’s degree from Hobart College and maintains FINRA Series 7 and 63 licenses.