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
Senior Vice President and Chief Investment Officer
Brian Price, CFA®
Vice President, Investment Management and Research
Susan Kelly, CAIA
Director, Investment Management and Research
Chad LaFauci, CFA®, CAIA
Director, Real Assets
Jim McAllister, CFA®
Director, Equity Research
Fred DeBaets
Portfolio Manager, Fixed Income
Meagan Rogers, CFA®
Manager, Fixed Income Research
Peter Essele, CFA®, CAIA, CFP®
Portfolio Manager, Investment Management and Research
Chris Fasciano
Portfolio Manager, Investment Management and Research
Anuradha Gaggar, CFA®
Senior Research Analyst, International and Emerging Markets
Andrew Kitchings, CAIA, ERP
Senior Investment Research Analyst
Brian McCormick, CIMA®
Senior Investment Research Analyst
Chris Stuart, CFA®
Senior Investment Research Analyst
Nicholas Follett
Research Analyst, Fixed Income
Rob Swanke, CFA®
Research Analyst, Fixed Income
Michael Comiskey, CAIA
Research Analyst, Alternatives
Robert Kane, CAIA
Research Analyst, Alternatives
Eduardo Ciuffo
Research Analyst, Real Assets
Nathan Parker, CFA®, CAIA
Research Analyst, Real Assets
Sam Millette
Research Associate, Fixed Income
Peter Roberto
Research Associate, Equity