Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, provides us access to a team of investment research specialists who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.
Brad McMillan, CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer
Brian Price, CFA®
Senior Vice President, Investment Management and Research
Peter Essele, CFA®, CAIA, CFP®
Vice President, Investment Management and Research
Chad LaFauci, CFA®, CAIA
Vice President, Alternative Investments
Jim McAllister, CFA®
Director, Equity Research
Nicholas Follett
Manager, Fixed Income
Brian McCormick, CIMA®
Manager, Investment Management and Research
Fred DeBaets
Portfolio Manager, Investment Management and Research
Chris Fasciano
Portfolio Manager, Investment Management and Research
Andrew Kitchings, CAIA, ERP
Portfolio Manager, Investment Management and Research
Anu Gaggar, CFA®, FRM®
Senior Research Analyst, Equity
Robert Kane, CAIA
Senior Research Analyst, Alternatives
Nathan Parker, CFA®, CAIA
Senior Research Analyst, Real Assets
Chris Stuart, CFA®
Senior Research Analyst, Equity
Mick Comiskey, CAIA
Investment Risk Analyst, Investment Management and Research
Eduardo Ciuffo
Eduardo Ciuffo, CFA®
Sam Millette
Research Analyst, Fixed Income
Thomas Ryan
Research Analyst, Equity
Rob Swanke, CFA®, CAIA
Research Analyst, Fixed Income
Peter Roberto
Research Associate, Equity
Tom Scarlatta
Research Associate, Investment Management and Research