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®
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

Sam Millette
Senior Investment Research Analyst, Fixed Income

Anu Gaggar, CFA®, FRM®
Global Investment Strategist

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

Robert Kane, CAIA
Senior Research Analyst, Alternatives

Nathan Parker, CFA®, CAIA
Senior Research Analyst, Real Assets

Chris Stuart, CFA®
Senior Research Analyst, Equity

Rob Swanke, CFA®, CAIA
Senior Research Analyst, Fixed Income

Justin Cleare
Research Analyst, Real Assets

Peter Roberto
Research Analyst, Equity

Wayne Richardson
Research Analyst, Equity

Thomas Ryan
Research Analyst, Equity

Sarah Hargreaves
Analyst, Investment Management and Research

Sara Bray
Research Associate, Investment Management and Research

Aaron Gigliotti
Research Associate, Investment Management and Research

Jack Gohr
Research Associate

Tom Scarlata
Research Associate, Investment Management and Research