Commonwealth Research Team

Our partnership with Commonwealth Financial Network®, a leading independent broker-dealer, provides us with access to an expert team of investment research specialists who assist us in our efforts to provide you with the best possible service. Each of the financial experts on this team brings a breadth of experience in the industry and within his or her own specialization. Learn more about the Commonwealth team below.

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Commonwealth Research Team

Brad McMillan, CFA®, CAIA, MAI

Senior Vice President and Chief Investment Officer

Commonwealth Research Team

Brian Price, CFA®

Vice President, Investment Management and Research

Commonwealth Research Team

Susan Kelly, CAIA

Director, Investment Management and Research

Commonwealth Research Team

Chad LaFauci, CFA®, CAIA

Director, Real Assets

Commonwealth Research Team

Jim McAllister, CFA®

Director, Equity Research

Commonwealth Research Team

Fred DeBaets

Portfolio Manager, Fixed Income

Commonwealth Research Team

Meagan Rogers, CFA®

Manager, Fixed Income Research

Commonwealth Research Team

Peter Essele, CFA®, CAIA, CFP®

Portfolio Manager, Investment Management and Research

Commonwealth Research Team

Chris Fasciano

Portfolio Manager, Investment Management and Research

Commonwealth Research Team

Anuradha Gaggar, CFA®

Senior Research Analyst, International and Emerging Markets

Commonwealth Research Team

Andrew Kitchings, CAIA, ERP

Senior Investment Research Analyst

Commonwealth Research Team

Brian McCormick, CIMA®

Senior Investment Research Analyst

Commonwealth Research Team

Chris Stuart, CFA®

Senior Investment Research Analyst

Commonwealth Research Team

Nicholas Follett

Research Analyst, Fixed Income

Commonwealth Research Team

Rob Swanke, CFA®

Research Analyst, Fixed Income

Commonwealth Research Team

Michael Comiskey, CAIA

Research Analyst, Alternatives

Commonwealth Research Team

Robert Kane, CAIA

Research Analyst, Alternatives

Commonwealth Research Team

Eduardo Ciuffo

Research Analyst, Real Assets

Commonwealth Research Team

Nathan Parker, CFA®, CAIA

Research Analyst, Real Assets

Commonwealth Research Team

Sam Millette

Research Associate, Fixed Income

Commonwealth Research Team

Peter Roberto

Research Associate, Equity