RESEARCH. INSIGHTS. GUIDES.

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!

Image by Scott Graham

MEET OUR RESEARCH PARTNERS

Brad McMillan, CFA®, CAIA, MAI
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 economy in his blog, The Independent Market Observer

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Brian Price, CFA®
Brian Price, CFA®

Senior Vice President, Investment Management and Research Manages the Research team Oversees asset allocation, fund selection, and overall management of Commonwealth’s Preferred Portfolio Services® Select program.

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Peter Essele, CFA®, CAIA, CFP®
Peter Essele, CFA®, CAIA, CFP®

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

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Chad LaFauci, CFA®, CAIA
Chad LaFauci, CFA®, CAIA

Vice President, Alternative Investments Analyzes, approves, and monitors all alternative investments products (e.g., private equity, private credit, hedge funds, real estate, infrastructure, and commodities)

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Jim McAllister, CFA®
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, separately managed accounts, and individual securities.

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Brian McCormick, CIMA®
Brian McCormick, CIMA®

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

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Sam Millette
Sam Millette

Senior Investment Research Analyst, Fixed Income Analyzes individual fixed income securities, responds to advisor requests, and assists with market research and commentary

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Anu Gaggar, CFA®, FRM®
Anu Gaggar, CFA®, FRM®

Global Investment Strategist Prepares and delivers current economic and market analysis and portfolio positioning insights of the Investment Management team internally and externally.

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Fred DeBaets
Fred DeBaets

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

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