As Vice President, Alternative Investments, Chad is responsible for analysis, approval, and ongoing monitoring of all alternative investment products (e.g., private equity, private credit, hedge funds, real estate, infrastructure, and commodities). In addition, he trains and educates Commonwealth advisors through print and web-based media.

Chad graduated from Bates College with a degree in economics, is a Chartered Financial Analyst® (CFA®) charterholder, and holds the Chartered Alternative Investment Analyst (CAIA) designation and his FINRA Series 7, 24, 63, and 65 securities registrations.