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Commonwealth Research Team

Our partnership with Commonwealth Financial Network®, a 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

Jim McAllister, CFA®

Director, Equity Research

Peter Essele, CFA®, CAIA, CFP®

Director, Investment Management and Research

Chad LaFauci, CFA®, CAIA

Director, Real Asset Investment

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

Brian McCormick, CIMA®

Manager, Investment Management and Research

Anuradha Gaggar, CFA®

Senior Research Analyst, Equity

Chris Stuart, CFA®

Senior Research Analyst, Equity

Nicholas Follett

Senior Research Analyst, Fixed Income

Robert Kane, CAIA

Senior Research Analyst, Alternatives

Nathan Parker, CFA®, CAIA

Senior Research Analyst, Real Assets

Thomas Ryan

Research Analyst, Equity

Eduardo Ciuffo, CFA®

Research Analyst, Real Assets

Rob Swanke, CFA®, CAIA

Research Analyst, Fixed Income

Sam Millette

Research Analyst, Fixed Income

Peter Roberto

Research Associate, Equity

Tom Scarlata

Research Associate, Investment Management and Research

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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