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®, our Registered Investment Adviser–broker/dealer, 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®
Manager, Investment Management and Research

Sam Millette
Manager, Fixed Income

Robert Kane, CAIA
Manager, Alternatives

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

Fred DeBaets
Portfolio Manager, Fixed Income

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

Wayne Richardson
Research Analyst, Equity

Tom Scarlata
Senior Research Analyst, Fixed Income

Justin Cleare, CFA®
Research Analyst, Real Assets

Joe Dunn
Research Analyst, Fixed Income

Aaron Gigliotti
Research Associate, Investment Management and Research

Sarah Hargreaves
Platform Manager, Investment Management and Research

Sara Bray
Research Associate, Investment Management and Research