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

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