Rory Barratt

One of four executive deal team members on Commonwealth Financial Network's $2.7B sale to LPL Financial - the largest independent broker-dealer acquisition in industry history. As Commonwealth's Chief Strategy & Product Officer, I was on point with Goldman Sachs for telling the Commonwealth story — the management materials and strategic positioning used throughout the transaction process. During my tenure as CS&PO, the transformation I helped deliver a 20-point margin improvement and extended Commonwealth's J.D. Power #1 ranking to 13 consecutive years through the LPL transaction process and integration. The product portfolio I led touched essentially every Commonwealth advisor during a period when our advisors achieved organic AUM-per-advisor growth of approximately 8.8% annually - outperforming the industry average of 7.9% per Cerulli. I lead Commonwealth-side work with LPL Corporate Strategy on combined business model and market positioning. Before Commonwealth, I owned the @Home product at Bunker Hill Insurance (a Plymouth Rock Company) - the industry-first digitally native home insurance platform. Reporting to the CEO with full P&L accountability, I scaled monthly written premium from $1M to $6M and delivered a ~95% combined ratio early in the lifecycle - ahead of internal pro forma. The product contributed to a tripling of the Bunker Hill home book during my tenure. Earlier, I spent five years at Liberty Mutual leading transformation programs for C-suite executives across a Fortune 100 insurer. MBA, Tuck School of Business at Dartmouth. Harvard Business School Executive Education in Digital Disruption and AI Strategy (completed 2026). Based in Greater Boston; open to conversations about C-suite strategy, operations, and transformation in financial services.