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Commonwealth Investment 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

Brad McMillan, CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer
Brian Price

Brian Price, CFA®

Senior Vice President, Investment Management and Research
Peter Essele

Peter Essele, CFA®, CAIA, CFP®

Vice President, Investment Management and Research
Chad LaFauci

Chad LaFauci, CFA®, CAIA

Vice President, Alternative Investments
Jim McAllister

Jim McAllister, CFA®

Director, Equity Research
Nicholas Follett

Nicholas Follett

Manager, Fixed Income
Brian McCormick

Brian McCormick, CIMA®

Manager, Investment Management and Research
Fred DeBaets

Fred DeBaets

Portfolio Manager, Investment Management and Research
Chris Fasciano

Chris Fasciano

Portfolio Manager, Investment Management and Research
Andrew Kitchings

Andrew Kitchings, CAIA, ERP

Portfolio Manager, Investment Management and Research
Anu Gaggar

Anu Gaggar, CFA®, FRM®

Senior Research Analyst, Equity
Robert Kane

Robert Kane, CAIA

Senior Research Analyst, Alternatives
Nathan Parker

Nathan Parker, CFA®, CAIA

Senior Research Analyst, Real Assets
Chris Stuart

Chris Stuart, CFA®

Senior Research Analyst, Equity
Eduardo Ciuffo

Eduardo Ciuffo, CFA®

Research Analyst, Real Assets
Sam Millette

Sam Millette

Research Analyst, Fixed Income
Thomas Ryan

Thomas Ryan

Research Analyst, Equity
Rob Swanke

Rob Swanke, CFA®, CAIA

Research Analyst, Fixed Income

Peter Roberto

Research Associate, Equity
Tom Scarlata

Tom Scarlata

Research Associate, Investment Management and Research
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