Chad LaFauci, CFA®, CAIA

Chad LaFauci, CFA®, CAIA

Director, Real Assets


  • Analyzes, approves, and monitors all products with real assets (e.g., commodities, infrastructure, and real estate) as their underlying investments
  • Manages the Real Assets team, which assists advisors with portfolio construction, as well as individual investment research and analysis
  • Holds FINRA Series 7, 24, 63, and 65 securities registrations and Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst (CAIA) designations
  • Holds a BS in economics from Bates College
  • Has prior experience in a position at Investors Bank & Trust