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