Broker Check

CFN Research Team

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

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