Commonwealth Research Team

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 Is a Chartered Financial Analyst®...

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 Is a Chartered Financial Analyst® (CFA®) charterholder and...

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 Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the...

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) Manages the Alternative Investments team, which assists advisors...

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 Manages the Preferred...

Nicholas Follett

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...

Brian McCormick, CIMA®

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...

Fred DeBaets

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...

Chris Fasciano

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...

Andrew Kitchings, CAIA, ERP

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...

Anu Gaggar, CFA®, FRM®

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...

Robert Kane, CAIA

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...

Nathan Parker, CFA®, CAIA

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...

Chris Stuart, CFA®

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...

Eduardo Ciuffo, CFA®

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...

Sam Millette

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...

Thomas Ryan

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...

Rob Swanke

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...

Peter Roberto

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...

Tom Scarlata

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...