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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 states of CA, CO, FL, IL, MA, MI, NC, NY, OH, OK, OR, RI, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Legacy Wealth Partners

3053 Miller Road, Ann Arbor, MI 48103

P 734.436.8150 

©2025 Legacy Wealth Partners

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