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