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Commonwealth 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.

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Brad McMillan
CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer

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Peter Essele
CFA®, CAIA, CFP®

Vice President, Investment Management and Research

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Jim McAllister
CFA®, CLU®

Director, Equity Research

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Sam Millette

Senior Investment Research Analyst, Fixed Income

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Fred DeBaets
 

Portfolio Manager, Investment Management and Research

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Brian Price
 CFA®

Senior Vice President, Investment Management and Research

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Chad LaFauci
CFA®, CAIA

Vice President, Alternative Investments

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Brian McCormick
CIMA®

Manager, Investment Management and Research

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Anu Gaggar
CFA®, FRM®

Global Investment Strategist

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Chris Fasciano
 

Portfolio Manager, Investment Management and Research

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Robert Kane, CAIA
CAIA

Senior Research Analyst, Alternatives

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Chris Stuart
CFA®

Senior Research Analyst, Equity

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Justin Cleare
 

Research Analyst, Real Assets

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Wayne Richardson

Research Analyst, Equity

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Sarah Hargreaves

Analyst, Investment

Management and Research 

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Nathan Parker
CFA®, CAIA

Senior Research Analyst, Real Assets

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Rob Swanke
CFA®, CAIA

Senior Research Analyst, Fixed Income

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Peter Roberto

Research Analyst, Equity 

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Thomas Ryan

Research Analyst, Equity

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Sara Bray

Research Associate, Investment Management and Research

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Aaron Gigliotti

Research Associate, Investment Management and Research

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Jack Gohr

Senior Research Analyst, Equity

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Tom Scarlata

Research Associate, Investment Management and Research

This communication is strictly intended for individuals residing in the United States.

 

Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser. 

 

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

 

Form CRS: Client Relationship Summary


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3053 Miller Road, Ann Arbor, MI 48103

P 734.436.8150 - support@YourLWP.com

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