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Alex Cavalieri — Chief Marketing Officer · CAIS · New York, New York, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
I serve as the Chief Marketing Officer at CAIS, a leading alternative investment fintech platform, where I lead a dynamic team responsible for all facets of marketing, including content development, events, digital strategy, design, public relations, advertising, CAIS IQ, and project management. I also serve on the Operating Committee, Executive Committee, and AI Steer Co.
I've led B2B marketing initiatives and teams for over 14 years.
When it comes to marketing, I believe the simpler, the better, and it comes down to a few things:
1. You need the right foundation before you can scale 2. Value-add content is the entry point to your brand and should be prioritized long-term 3. Going deep on the right audience vs. wide on a large audience matters 4. You can do a lot with a little; you need the right players 5. A testing and execution-oriented mindset is critical to brand success 6. True attribution needs both quantitative and qualitative data
Prior to CAIS, I was the Head of Marketing and Strategy at CION Investments and Advisor I/O (A CION Company). Before that, I served as a Vice President at BlackRock, leading digital growth areas for iShares and BlackRock.com U.S. experiences. I held other roles in BlackRock, overseeing digital experiences within the Retirement Marketing division and BlackRock’s Campus Recruiting, as well as various strategy, marketing, and sales roles at Glocal, Omni Corporation, and Workbridge Associates.
Specialties include:
-Marketing Strategy -AI Content Creation -AI Strategy -GTM Planning -OKR Development -Marketing Ops -Digital Strategy -Content Marketing -Digital & Social Advertising -Sales Enablement -User Experience -Information Architecture -Event Strategy -Creative Direction
Experience
Managing Director, Head of Marketing & Strategy
CION Investments · New York City Metropolitan Area
Jan 2021 – Sep 2022
- Oversaw all brand and product marketing for CION products - Drove evolution of digital experience across CION web properties - Led practice management initiative, including building advisor digital marketing training - Managed customer and product research, including competitive research, studies, and field surveys - Led development, launch, and ongoing marketing strategy of incubator businesses such as Invi
Education
Skills
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