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 comments and thoughts on the...

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 management of Commonwealth’s...

Jim McAllister CFA®

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

Peter Essele CFA®, CAIA, CFP®

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

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 their underlying investments...

Fred DeBaets

Portfolio Manager, Investment Management and Research
Manages Commonwealth’s Preferred Portfolio Services ® Select Fixed Income SMA strategies Assists with portfolio construction and ideas on fixed income...

Chris Fasciano

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

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 ® Select program and the Commonwealth...

Brian McCormick CIMA®

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

Anuradha Gaggar CFA®

Senior Research Analyst, Equity
Evaluates and selects managers and disseminates research in the international and emerging markets asset classes Responds to advisor inquiries on...

Chris Stuart CFA®

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

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 securities registration Holds a BFA...

Robert Kane CAIA

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

Nathan Parker CFA®, CAIA

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

Thomas Ryan

Research Analyst, Equity
Analyzes individual equity securities, responds to advisor red flag requests, and assists with mutual fund due diligence Holds the FINRA Series 65...

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 ® Select program and the Commonwealth...

Eduardo Ciuffo CFA®

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

Rob Swanke

Research Analyst, Fixed Income
Analyzes individual fixed income securities, responds to advisor requests, and assists with fixed income market research Holds the Chartered Financial...

Sam Millette

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

Peter Roberto

Research Associate, Equity
Supports analysts with due diligence and research activities on mutual funds, exchange traded-funds, and equities Assists the Investment Management...

Tom Scarlata

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