Broker Check
  
 

As our client, you benefit from a dedicated, full-time team of investment research professionals who specialize in areas ranging from alternative investments to equities and beyond. Through our partnership with Commonwealth Financial Network®, we have access to an extended office that provides us with timely research, market insights, and guidance for our clients—you!

<br data-mce-bogus="1">

Brad McMillan, CFA®
Managing Principal, Wealth and Investment Management and Chief Investment Officer

<br/><h2>Brian Price, CFA<sup>&#174;</sup></h2><br/>

Brian Price, CFA®
Managing Principal, Investment Management and Research

<h2>Peter Essele, CFA<sup>&#174;</sup>, CFP<sup>&#174;</sup>, CAIA</h2>

Chad LaFauci, CFA®, CAIA
Senior Vice President, Alternative Investments

<br/><h2><br/></h2><br/>

Jim McAllister, CFA®
Vice President, Equity Research

Our Values

Brian McCormick, CIMA®
Director, Investment Management and Research

<br data-mce-bogus="1">

Sam Millette
Director, Fixed Income

<br/><h2>Brian Price, CFA<sup>&#174;</sup></h2><br/>

Robert Kane, CAIA
Director, Alternative Investments

<br data-mce-bogus="1">

Chris Fasciano
Senior Portfolio Manager, Investment Management and Research

<h2>Peter Essele, CFA<sup>&#174;</sup>, CFP<sup>&#174;</sup>, CAIA</h2>

Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM
Manager, Investment Due Diligence - Investment Management and Research