Chad Lafauci
Senior Vice President, Alternative Investments @Commonwealth Financial Network
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WORK HISTORY
Senior Vice President, Alternative Investments @Commonwealth Financial Network
San Diego, CA, US
Lead firm\'s alternative and private investments team. Team has seven members including three CFA Charterholders and three CAIA Charterholders. Team’s underlying coverage universe includes commodities, hedge funds, infrastructure, private credit, private equity, real estate, and other complex investments. Team’s responsibilities include complex investment product due diligence, providing investment recommendations, acting as high-net-worth case consultants, creating educational trainings, and authoring client-facing newsletters and research reports- Act as the product manager for all aspects of firm’s alternative and private investments capabilities. This is supported by a business plan, product roadmap, annual goals, and a monthly dashboard tracking OKR progress- Oversee firm\'s alternative and private investments product platform. The platform includes publicly registered and private funds in liquid, semi-liquid, and illiquid structures. This includes acting as the platform gatekeeper, ensuring the appropriate oversight structure is in place, and managing relationships with alternative investments product sponsors- Manage firm\'s iCapital partnership which has allowed for significant growth in the alternative investments product platform for high-net-worth investors. This includes envisioning the partnership potential as well as vetting, integrating, and promoting the platform- Act as an Investment Review Committee voting member for all alternative and private investments. Firm\'s aggregate asset base in alternative investment dedicated funds exceeds $15 billion as of February 28, 2025- Frequently present to prospective clients, existing clients, business partners, industry peers, and internal staff. Topics include alternative and private investments, iCapital partnership capabilities, and Commonwealth’s investment platform, products, and advisor support.
EDUCATION
Bates College
Bachelor of Arts (B.A.), Economics
SKILLS
ABOUT CHAD LAFAUCI
Proven leader with strategic vision, a strong work ethic, and integrity. Demonstrated ability to identify material variables and to implement practices required to achieve a firm’s goals and capitalize on opportunities. Team player with the personality and skills needed to drive a leading firm forward.Specialties: Alternative investmentsPrivate investmentsBusiness line ownershipBusiness developmentDue diligenceInvestment analysisTeam managementGatekeeperRelationship managementCommonwealth Financial Network®, Member Please review our Terms of Use: Opinions expressed on this page are personal and do not represent Commonwealth Financial Network®.
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