Research Team
Our partnership with Commonwealth Financial Network® means we work with a leading Registered Investment Adviser that provides us with expert investment specialists. Each of the financial experts on this team brings a breadth of experience in the industry and within her or his own specialization. These specialists assist us in our efforts to provide you with the best possible service, news, and information.
Research Team
Our partnership with Commonwealth Financial Network means we work with a leading Registered Investment Adviser that provides us with expert investment specialists. Each of the financial experts on this team brings a breadth of experience in the industry and within her or his own specialization. These specialists assist us in our efforts to provide you with the best possible service, news, and information.
Brad McMillan, CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer
Brian Price, CFA®
Senior Vice President, Investment Management and Research
Chad LaFauci, CFA®, CAIA
Director, Real Assets
Jim McAllister, CFA®
Director, Equity Research
Peter Essele, CFA®, CAIA, CFP®
Director, Investment Management and Research
Fred DeBaets
Portfolio Manager, Fixed Income
Chris Fasciano
Portfolio Manager, Investment Management and Research
Andrew Kitchings, CAIA, ERP
Portfolio Manager, Investment Management and Research
Brian McCormick, CIMA®
Manager, Investment Management and Research
Nicholas Follett
Manager, Fixed Income
Anuradha Gaggar, CFA®
Senior Research Analyst, Equity
Chris Stuart
Senior Research Analyst, Equity
Nathan Parker, CFA®, CAIA
Senior Research Analyst, Real Assets
Robert Kane, CAIA
Senior Research Analyst, Alternatives
Michael Comiskey, CAIA
Investment Risk Analyst, Investment Management and Research
Rob Swanke, CFA®, CAIA
Research Analyst, Fixed Income
Peter Roberto
Research Associate, Equity
Sam Millette
Research Analyst, Fixed Income
Thomas Ryan
Research Analyst, Equity
Tom Scarlata
Research Associate, Investment Management and Research