907 South Friendswood Drive,
Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–Broker/Dealer, gives us access to a Team of some the Best Research and Investment Minds in the business.
Managing Principal and Chief Investment Officer
Senior Vice President, Investment Management and Research
Vice President, Investment Management and Research
Oversees asset allocation, fund selection, and overall management of Commonwealth’s discretionary platform, Preferred Portfolio Services® Select Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the...
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) Manages the Alternative Investments team, which assists advisors...
Director, Equity Research
Manager, Fixed Income
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-traded products Responds to advisor inquiries on various investment topics, including...
Portfolio Manager, Investment Management and Research
Helps oversee Commonwealth’s Preferred Portfolio Services® Select program and the Commonwealth Model Portfolios Assists with asset allocation, security selection, and ongoing portfolio monitoring Holds the Chartered...
Senior Research Analyst, Equity
Senior Research Analyst, Alternatives
Senior Research Analyst, Real Assets
Research Analyst, Real Assets
Research Analyst, Fixed Income
Research Analyst, Equity
Research Associate, Equity
Research Associate, Investment Management and Research