Commonwealth Research Team
Commonwealth Research Team
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.
Research Team
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 Is a Chartered Financial Analyst®...
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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 Is a Chartered Financial Analyst® (CFA®) charterholder and...
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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...
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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...
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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 Manages the Preferred...
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Manager, Fixed Income
Analyzes fixed income funds and ETFs, responds to advisor requests, and assists with fixed income market research Evaluates and selects managers and disseminates research in the international and emerging markets asset classes...
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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...
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Portfolio Manager, Investment Management and Research
Manages Commonwealth’s Preferred Portfolio Services® Select Fixed Income SMA strategies Assists with portfolio construction and ideas on fixed income market opportunities Earned a BS in financial management and economics and...
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Portfolio Manager, Investment Management and Research
Oversees Commonwealth’s Preferred Portfolio Services® Select program and the Commonwealth Model Portfolios Assists with asset allocation, security selection, and ongoing portfolio monitoring Responds to advisor inquiries...
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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...
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Senior Research Analyst, Equity
Evaluates and selects managers and disseminates research in the international and emerging markets asset classes Responds to advisor inquiries on equity portfolio construction, individual equity research, and equity portfolio reviews...
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Senior Research Analyst, Alternatives
Facilitates due diligence and research activities on products within alternative financial strategies (e.g., managed futures, hedge funds, private equity, structured products, mutual funds, and exchange traded funds) Holds the...
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Senior Research Analyst, Real Assets
Facilitates due diligence and research activities on real asset-focused investments (commercial real estate, commodities, infrastructure, and natural resources) Is a Chartered Financial Analyst® (CFA®) charterholder and holds...
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Senior Research Analyst, Equity
Evaluates and selects managers and disseminates research in the large-cap equity asset class Responds to advisor inquiries on equity portfolio construction, individual equity research, and equity portfolio reviews Holds the FINRA...
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Research Analyst, Real Assets
Facilitates due diligence and research activities on real asset-focused investments Is a Chartered Financial Analyst® (CFA®) charterholder and holds the FINRA Series 7 and 63 securities registrations Earned a master’s...
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Research Analyst, Fixed Income
Analyzes individual fixed income securities, responds to advisor requests, and assists with market research and commentary Assists with trading and rebalancing of SMA portfolios Earned a BA in economics from Tufts University and is...
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Research Analyst, Equity
Responds to advisor inquiries on equity portfolio construction, individual equity research, and equity portfolio reviews Evaluates and selects managers and disseminates research in the mid-cap equity asset class Holds the FINRA Series...
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Research Analyst, Fixed Income
Analyzes individual fixed income securities, responds to advisor requests, and assists with fixed income market research Is a Chartered Financial Analyst® (CFA®) charterholder and holds the Chartered Alternative Investment...
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Research Associate, Equity
Supports analysts with due diligence and research activities on mutual funds, exchange traded-funds, and equities Evaluates and selects managers and disseminates research in the global and foreign SMID markets asset classes Assists...
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Research Associate, Investment Management and Research
Supports analysts with due diligence and research activities in fixed income and alternative investments Assists the Investment Management team with aggregating and presenting daily, weekly, and monthly investment analysis and...
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