Commonwealth 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

Brad McMillan, CFA®, CAIA, MAI

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

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, CMT, ERP, FRM

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

Eduardo Ciuffo, CFA®

Senior Research Analyst, Real Assets

Sarah Hargreaves

Analyst, Investment Management and Research

Sam Millette

Senior Investment Research Analyst, Fixed Income

Thomas Ryan

Research Analyst, Equity

Rob Swanke, CFA®, CAIA

Research Analyst, Fixed Income

Peter Roberto

Research Analyst, Equity

Tom Scarlata

Research Associate, Investment Management and Research