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
Brad McMillan, CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer
Brian Price, CFA®
Senior Vice President, Investment Management and Research
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
Nicholas Follett
Manager, Fixed Income
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
Chris Fasciano
Portfolio Manager, Investment Management and Research
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
Robert Kane, CAIA
Senior Research Analyst, Alternatives
Nathan Parker, CFA®, CAIA
Senior Research Analyst, Real Assets
Chris Stuart, CFA®
Senior Research Analyst, Equity
Eduardo Ciuffo, CFA®
Research Analyst, Real Assets
Sam Millette
Research Analyst, Fixed Income
Thomas Ryan
Research Analyst, Equity
Rob Swanke
Research Analyst, Fixed Income
Peter Roberto
Research Associate, Equity
Tom Scarlata
Research Associate, Investment Management and Research