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Chad LaFauci — SVP, Alternative Investments · Commonwealth Financial Network · San Diego, California, United States.
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About
Proven wealth management leader with a demonstrated ability to identify key variables and to implement practices required to achieve goals and capitalize on opportunities. Team player with the strategic vision, personality, work ethic, and skills needed to drive a leading firm forward.
Specialties: Alternative investmentsPrivate investmentsBusiness line ownershipBusiness developmentDue diligenceInvestment analysisTeam managementGatekeeperRelationship managementCommonwealth Financial Network®, Member www.finra.org/www.sipc.org. Please review our Terms of Use: http://www.commonwealth.com/termsofuse.html. Opinions expressed on this page are personal and do not represent Commonwealth Financial Network®.
Experience
Senior Vice President, Alternative InvestmentsCurrent
· San Diego, CA
Oct 2024 – Present
- Head the firm’s alternative investments and private investments business line, which is supported by a business plan, product roadmap, annual goals, PL, and a monthly dashboard tracking OKR progress. - Provide the strategic vision for and manage all aspects of the firm’s alternative and private investments product platform. - Act as the platform gatekeeper, ensuring the appropriate oversight structure is in place and managing relationships with product sponsors. - Partner with the marketing team to promote firm’s private investments product platform and support capabilities via written and video content. - Envisioned, implemented, and promoted the firm’s iCapital partnership which has allowed for significant growth in the private products platform for high-net-worth investors. - Act as an Investment Review Committee voting member for all alternative investments and private investments. Firms aggregate asset base in alternative investment dedicated funds exceeds $15 billion. - Develop advisor support capabilities. This encompasses paper models, required training, asset class primers, mutual fund and ETF recommended lists, a quarterly newsletter, responding to complex investment inquiries, and high-net-worth case consulting. - Created the firm’s alternative investments advisor council. Through engagement with a subset of Commonwealth’s top alternative investment allocators we identify product demand trends and platform enhancements which drive capital flows growth. - 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 broad investment platform. - Lead the firm’s West Coast office ensuring operations run smoothly, building the firm culture, and engaging with the firm’s visiting clients.
Education
Skills
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