Chad LaFauci CFA®, CAIA
Vice President, Alternative Investments
- Analyzes, approves, and monitors all alternative investments products (e.g., private equity, private credit, hedge funds, real estate, infrastructure, and commodities)
- Manages the Alternative Investments team, which assists advisors with portfolio construction, as well as individual investment research and analysis
- Is a Chartered Financial Analyst® (CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation and the FINRA Series 7, 24, 63, and 65 securities registrations
- Earned a BS in economics from Bates College
- Has prior experience in a position at Investors Bank & Trust
