Joseph Falcha
Outsourced Chief Investment Officer at Common Fund for Nonprofit Organizations
About
Joseph Falcha is the Outsourced Chief Investment Officer at Commonfund Asset Management Co., based in Seymour, Connecticut. In this leadership role, he is responsible for designing and implementing institutional investment strategies, providing portfolio oversight, and customizing asset allocation solutions for a diverse array of clients as part of the firm's OCIO (Outsourced Chief Investment Officer) team.
He focuses on a broad range of asset classes, including public equities, fixed income, hedge funds, and absolute return strategies, tailoring solutions to meet the specific needs of nonprofit and institutional investors. His work often involves direct portfolio execution, oversight of alternative investments, and generating recommendations for tactical portfolio rebalancing.
Joseph has built his career at Commonfund since 2007, progressing from Senior Analyst to Associate Director, and then to his current OCIO role. He holds a Bachelor’s Degree in Business from Albertus Magnus College and an Associate’s Degree in Liberal Arts and Sciences from Southern Connecticut State University, and is recognized for his expertise in multi-asset portfolio management, tactical asset allocation, and manager selection.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Commonfund Asset Management Co. | Outsourced Chief Investment Officer | Jul 2009 to Present | Perform Chief Investment Officer duties for assigned non-profit institutions (Endowments & Foundations) including policy formulation, portfolio management which includes asset allocation decisions (bo... |
| Commonfund Asset Management Co. | Associate Director | Jul 2008 to Jun 2009 | Promoted into this visible client-facing role, working as a secondary OCIO as part of a team. Core functions involved portfolio evaluation, analysis, oversight of client accounts and client relations... |
| Commonfund Asset Management Co. | Senior Analyst | Aug 2007 to Jun 2008 | Provided portfolio evaluation, analysis and oversight of accounts for clients within the Outsourced CIO group ($25 million minimum, 3c7 eligible). Group has approximately 80 clients, with $8 billion ... |
| Commonfund Securities, Inc. | Senior Client Analyst | Apr 2005 to Jul 2007 | Provided a number of current and future analytical services to the Client Service and Sales Team as well as our external clients and prospects. Assisted Relationship Officers in articulating analytic... |
| Drax Asset Management, LLC | Investment Advisory Representative | Jun 1999 to Apr 2005 | Performed asset allocation, trading, marketing, sales, budget and HR functions. Directed a three person staff. • Business Growth – Played a key role in every significant company initiative. This in... |
| The Hartford Financial Services Group | Senior Consultant | May 1997 to Jun 1999 | Recruited to provide financial services product knowledge and sales expertise to this newly created program. Marketed and sold annuities to individuals nationwide, utilizing a consultative sales appro... |
Education
Albertus Magnus College
Bachelor’s Degree, Business
2000 — 2001
Southern Connecticut State University
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
1990 — 1992
Skills & Expertise
Others at Common Fund for Nonprofit Organizations (17)
| Name | Role | Location |
|---|---|---|
 | Senior Policy and Research Analyst | New York, NY , United States |
A Anthony Manno | Associate | New York, NY , United States |
D Danielle Seitz | Associate | White Plains, NY , United States |
 | Associate | New York, NY , United States |
 | Associate | New York, NY , United States |
 | Associate | Wilton, CT , United States |
 | Analyst | Scarsdale, NY , United States |
 | Investment Portfolio Analyst, OCIO | New York, NY , United States |
A Alexia Glynn | Analyst | New York, NY , United States |
 | Investment Portfolio Analyst | Scarsdale, NY , United States |