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.

Brad McMillan CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer
  • Chairs the Investment Committee and is the primary spokesperson for Commonwealth's investment divisions
  • Shares his...

Brian Price CFA®

Senior Vice President, Investment Management and Research
  • Manages the Equity Research and Investment Management teams
  • Oversees asset allocation, fund selection, and overall...

Jim McAllister CFA®

Director, Equity Research
  • Oversees the Equity Research team, which assists advisors with ongoing due diligence and analysis of equity-based...

Peter Essele CFA®, CAIA, CFP®

Director, Investment Management and Research
  • Oversees asset allocation, fund selection, and overall management of Commonwealth’s discretionary platform, Preferred...

Chad LaFauci CFA®, CAIA

Director, Real Asset Investment
  • Analyzes, approves, and monitors all products with real assets (e.g., commodities, infrastructure, and real estate) as...

Fred DeBaets

Portfolio Manager, Investment Management and Research
  • Manages Commonwealth’s Preferred Portfolio Services® Select Fixed Income SMA strategies
  • Assists with portfolio...

Chris Fasciano

Portfolio Manager, Investment Management and Research
  • Serves as a member of the Investment Management team, which oversees Commonwealth’s Preferred Portfolio Services® Sele...

Andrew Kitchings CAIA, ERP

Portfolio Manager, Investment Management and Research
  • Serves as a member of the Investment Management team, which oversees Commonwealth’s Preferred Portfolio Services® Sele...

Brian McCormick CIMA®

Manager, Investment Management and Research
  • Manages evaluation, selection, and dissemination of research in the small- and mid-cap asset classes
  • Conducts...

Anuradha Gaggar CFA®

Senior Research Analyst, Equity
  • Evaluates and selects managers and disseminates research in the international and emerging markets asset classes
  • Resp...

Chris Stuart CFA®

Senior Research Analyst, Equity
  • Evaluates and selects managers and disseminates research in the large-cap equity asset class
  • Responds to advisor...

Nicholas Follett

Senior Research Analyst, Fixed Income
  • Evaluates and selects managers and disseminates research in the fixed income asset class
  • Holds the FINRA Series 7...

Robert Kane CAIA

Senior Research Analyst, Alternatives
  • Facilitates due diligence and research activities on products within alternative financial strategies (e.g., managed...

Nathan Parker CFA®, CAIA

Senior Research Analyst, Real Assets
  • Facilitates due diligence and research activities on real asset-focused investments (commercial real estate...

Thomas Ryan

Research Analyst, Equity
  • Analyzes individual equity securities, responds to advisor red flag requests, and assists with mutual fund due...

Michael Comiskey CAIA

Investment Risk Analyst, Investment Management and Research
  • Serves as a member of the Investment Management team, which oversees Commonwealth’s Preferred Portfolio Services® Sele...

Eduardo Ciuffo CFA®

Research Analyst, Real Assets
  • Facilitates due diligence and research activities on real asset-focused investments
  • Holds FINRA Series 7 and 63...

Rob Swanke

Research Analyst, Fixed Income
  • Analyzes individual fixed income securities, responds to advisor requests, and assists with fixed income market...

Sam Millette

Research Analyst, Fixed Income
  • Analyzes individual fixed income securities, responds to advisor requests, and assists with fixed income market...

Peter Roberto

Research Associate, Equity
  • Supports analysts with due diligence and research activities on mutual funds, exchange traded-funds, and equities
  • Ass...

Tom Scarlata

Research Associate, Investment Management and Research
  • Supports analysts with due diligence and research activities in fixed income and alternative investments
  • Assists the...