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®
Managing Principal, Investment Management and Research

Peter Essele, CFA®, CAIA, CFP®
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®
Manager, Investment Management and Research

Sam Millette
Manager, Fixed Income

Fred DeBaets
Portfolio Manager, Fixed Income

Chris Fasciano
Portfolio Manager, Investment Management and Research

Andrew Kitchings, CAIA, CMT, ERP, FRM
Manager, Investment Due Diligence - Investment Management and Research

Robert Kane, CAIA
Manager, Alternatives

Nathan Parker, CFA®, CAIA
Senior Research Analyst, Equity

Rob Swanke, CFA®, CAIA
Senior Research Analyst, Equity

Justin Cleare, CFA®
Research Analyst, Real Assets

Peter Roberto
Senior Research Analyst, Equity

Wayne Richardson
Research Analyst, Equity

Joe Dunn
Research Analyst, Fixed Income

Sarah Hargreaves
Platform Manager, Investment Management and Research

Sara Bray
Research Associate, Investment Management and Research

Aaron Gigliotti
Research Associate, Investment Management and Research

Tom Scarlata
Senior Research Analyst, Fixed Income