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!
Brad McMillan, CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer
Brian Price, CFA®
Managing Principal, Investment Management and Research
Peter Essele, CFA®, CFP®, CAIA
Senior Vice President, Investment Management and Research
Chad LaFauci, CFA®, CAIA
Vice President, Alternative Investments
Jim McAllister, CFA®
Vice President, Equity Research
Brian McCormick, CIMA®
Director, Investment Management and Research
Sam Millette
Director, Fixed Income
Robert Kane, CAIA
Manager, Alternatives
Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM
Manager, Investment Due Diligence - Investment Management and Research
Chris Fasciano
Portfolio Manager, Investment Management and Research
Rob Swanke, CFA®, CAIA
Senior Research Analyst, Equity
Nathan Parker, CFA®, CAIA
Senior Research Analyst, Equity
Peter Roberto
Senior Research Analyst, Equity
Tom Scarlata
Senior Research Analyst, Fixed Income
Wayne Richardson, CFA®
Research Analyst, Equity
Justin Cleare, CFA®
Senior Research Analyst, Real Assets
Joe Dunn
Research Analyst, Fixed Income
Aaron Gigliotti
Research Analyst, Investment Management and Research
Sarah Hargreaves
Platform Manager, Investment Management and Research
Sara Bray
Research Analyst, Investment Management and Research
