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®
Managing Principal, Investment Management and Research
Tom Scarlata
Senior Research Analyst, Fixed Income
Chad LaFauci, CFA®, CAIA
Vice President, Alternative Investments
Jim McAllister, CFA®
Vice President, Equity Research
Fred DeBaets
Portfolio Manager, Fixed Income
Wayne Richardson
Research Analyst, Equity
Peter Essele, CFA®, CAIA, CFP®
Senior Vice President, Investment Management and Research
Chris Fasciano
Portfolio Manager, Investment Management and Research
Justin Cleare, CFA®
Research Analyst, Real Assets
Andrew Kitchings, CAIA, ERP
Manager, Investment Due Diligence - Investment Management and Research
Brian McCormick, CIMA®
Director, Investment Management and Research
Joe Dunn
Research Analyst, Fixed Income
Aaron Gigliotti
Research Associate, Investment Management and Research
Rob Swanke, CFA®
Senior Investment Research Analyst
Sarah Hargreaves
Platform Manager, Investment Management and Research
Robert Kane, CAIA
Manager, Alternatives
Sara Bray
Research Associate, Investment Management and Research
Nathan Parker, CFA®, CAIA
Senior Research Analyst, Equity
Sam Millette
Manager, Fixed Income
Peter Roberto
Senior Research Analyst, Equity