Ron MillerManaging Director & Head of Investment Solutions at CAISSpeaker
Profile
Ron Miller is Head of Investment Solutions at CAIS, where he oversees the firm’s investment research, product development, partnerships, and distribution intelligence functions. He works closely with leading asset managers to advance private wealth strategies, accelerate product innovation, and drive scalable commercial outcomes across the platform.
Prior to joining CAIS, Ron spent more than a decade at Morgan Stanley in senior leadership roles, including Head of Product Development, COO of the New England Region—overseeing 1,000 financial advisors and $1.2 billion in revenue—and Director of Relationship Management, where he managed 600 firmwide partnerships representing $7 trillion in assets under management.
Ron holds an M.S.Ed. from the University of Pennsylvania and a B.A. from Temple University. He serves on the board of East Side House Settlement and is an Ambassador for the Robin Hood Foundation. He is based in Scituate, Massachusetts.
Agenda Sessions
What a retail investor wants: insights into motivation and behavior
, 10:55amView SessionProduct innovation in private wealth: meeting investor needs
, 12:00pmView Session
