• Chairs the Investment Committee and is the primary spokesperson for Commonwealth’s investment divisions
• Shares his comments and thoughts on the economy in his blog, The Independent Market Observer
• Is a Chartered Financial Analyst^® (CFA^®) charterholder, holds the Chartered Alternative Investment Analyst (CAIA) designation, and is a member of the Appraisal Institute
• Earned a BA from Dartmouth College, an MS in real estate from MIT, and an MS in finance from Boston College
• Has prior experience as the founder of Dartmouth Realty Advisors

• Manages the Research team
• Oversees asset allocation, fund selection, and overall management of Commonwealth’s Preferred Portfolio Services^® Select program
• Is a Chartered Financial Analyst^® (CFA^®) charterholder and holds the FINRA Series 7, 63, and 65 securities registrations
• Earned a BA from Georgetown University
• Has prior experience as a senior financial advisor associate at Bernstein Investment Research and Management

• Oversees asset allocation, fund selection, and overall management of Commonwealth’s discretionary platform, Preferred Portfolio Services^® Select
• Holds the CERTIFIED FINANCIAL PLANNER^™ professional certification and the Chartered Alternative Investment Analyst (CAIA) designation, and is a Chartered Financial Analyst^® (CFA^®) charterholder and a member of the Boston Security Analysts Society
• Holds the FINRA Series 7, 24, 31, 53, and 66 securities registrations
• Earned a BS in industrial economics from Union College
• Has prior experience in positions at Albany International and Kestner Engineers

• Analyzes, approves, and monitors all alternative investments products (e.g., private equity, private credit, hedge funds, real estate, infrastructure, and commodities)
• Manages the Alternative Investments team, which assists advisors with portfolio construction, as well as individual investment research and analysis
• Is a Chartered Financial Analyst^® (CFA^®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation and the FINRA Series 7, 24, 63, and 65 securities registrations
• Earned a BS in economics from Bates College

• Oversees the Equity Research team, which assists advisors with ongoing due diligence and analysis of equity-based mutual funds, exchange-traded funds, separately managed accounts, and individual securities
• Manages the Preferred Portfolio Services^® Select Equity Income SMA models Manages the Preferred Portfolio Services® Select Equity Income SMA models and Preferred Portfolio Services® Select ESG All Cap SMA models
• Responds to advisor inquiries on equity portfolio construction, individual equity research, and equity portfolio reviews
• Is a Chartered Financial Analyst^® (CFA^®) charterholder
• Earned a BS in finance from Lehigh University
• Has prior experience as a research analyst at Loomis, Sayles & Co. and State Street Global Advisors in the U.S. quantitative group

• Manages evaluation, selection, and dissemination of research in the small- and mid-cap asset classes
• Conducts research and due diligence on exchange-traded products
• Responds to advisor inquiries on various investment topics, including asset allocation, mutual funds, exchange-traded funds, and separate account managers
• Holds the Certified Investment Management Analyst^® (CIMA^®) designation and the FINRA Series 7, 24, and 63 securities registrations
• Earned a BS in management from Quinnipiac University
• Has more than 17 years of industry experience including at positions at Signator Investors and Putnam Investments

• Oversees the team’s fixed income research initiatives, responds to advisor inquiries, analyzes individual bonds, and creates market research and commentary
• Earned a BA in economics from Tufts University and is currently a Level II Chartered Financial Analyst^® (CFA^®) candidate

• Manages Commonwealth’s Preferred Portfolio Services^® Select Fixed Income SMA strategies
• Assists with portfolio construction and ideas on fixed income market opportunities
• Earned a BS in financial management and economics and an MBA from Plymouth State University
• Has prior experience in fixed income positions at Morgan Stanley and Bear Stearns

• Oversees Commonwealth’s Preferred Portfolio Services^® Select program and the Commonwealth Model Portfolios
• Assists with asset allocation, security selection, and ongoing portfolio monitoring
• Responds to advisor inquiries about their own model portfolios
• Earned a BA in economics from Bates College and an MBA from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School
• Has more than 20 years of experience in small- and mid-cap stock research and managing small- and mid-cap value portfolios for institutional and high-net-worth clients

• Helps oversee Commonwealth’s Preferred Portfolio Services^® Select program and the Commonwealth Model Portfolios
• Assists with asset allocation, security selection, and ongoing portfolio monitoring
• Holds the Chartered Market Technician (CMT), Chartered Alternative Investment Analyst (CAIA), Energy Risk Professional (ERP), and Financial Risk Manager (FRM) designations and is a member of the Boston Security Analysts Society Holds the FINRA Series 7 and 66 securities registrations
• Earned dual degrees in economics and history with a concentration in East Asian studies from Emory University
• Has prior experience in positions at LPL Financial and Bank of America

• Facilitates due diligence and research activities on real asset-focused investments (commercial real estate, commodities, infrastructure, and natural resources)
• Is a Chartered Financial Analyst^® (CFA^®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation and the FINRA Series 7 and 63 securities registrations
• Earned a bachelor’s in business administration from California State University, Chico, and a master’s in finance from San Diego State University
• Has prior experience at LPL Financial

• Analyzes individual fixed income securities, responds to advisor requests, and assists with fixed income market research
• Is a Chartered Financial Analyst® (CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation and the FINRA Series 65 securities registration
• Earned a BS in finance and accounting from Boston College

• Facilitates due diligence and research activities on real asset-focused investments (commercial real estate, commodities, infrastructure, and natural resources)

• Is currently a Level III Chartered Financial Analyst® (CFA®) candidate and holds the FINRA Series 6, 26, and 99 securities registrations
• Earned a BA in finance and operations management from the University of Massachusetts Amherst

• Supports analysts with due diligence and research activities on mutual funds, exchange traded-funds, and equities
• Evaluates and selects managers and disseminates research in the global and foreign SMID markets asset classes
• Assists the Investment Management team with calculating, analyzing, and updating both internal and external performance and attribution reports

Earned a BS in management, with an emphasis in finance, from Worcester Polytechnic Institute and is currently a Level II Chartered Financial Analyst^® (CFA^®) candidate

• Provides due diligence and research activities on mid- and small-cap mutual funds, exchange-traded funds, and equities
• Evaluates and selects managers and disseminates research in the mid-cap and small-cap equity asset classes
• Assists the Investment Management team with calculating, analyzing, and updating internal performance reports
• Earned a bachelor’s in economics from the University of Connecticut and holds the Chartered Financial Analyst® (CFA®) designation

• Analyzes fixed income portfolios & individual fixed income securities, responds to advisor requests, and assists with fixed income market research
• Earned a BS in Finance from UMass Amherst

• Provides advanced technical, consultative, and platform-based support on a variety of topics to advisors and clients, particularly as it relates to Commonwealth’s Preferred Portfolio Services^® (PPS) Select program.
• Identifies strategies to enhance model portfolio adoption and responds to advisor inquiries
• Holds the FINRA Series 7 and 66 securities registrations
• Earned a degree from Elon University

• Supports analysts on the fixed income team with due diligence and research activities on various mutual funds, exchange-traded funds, and individual securities
• Assists the Investment Management and Research team with updating both internal and external attribution reports
• Holds a BS in finance from Bentley University

• Supports analysts with due diligence and research activities on fixed income mutual funds, exchange-traded funds, and individual securities
• Assists the Investment Management team with calculating, analyzing, and updating both internal and external performance and attribution reports
• Holds a BSBA with a concentration in finance from Boston University

• Supports analysts with due diligence and research activities in fixed income and alternative investments
• Assists the Investment Management team with aggregating and presenting daily, weekly, and monthly investment analysis and performance reporting
• Earned a BS in economics and finance from Bentley University