Commonwealth Research Team

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to a team of investment research specialists at Commonwealth who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.

Research All-Stars at Work for You

Commonwealth has been recognized by Financial Advisor and Private Wealth magazines for the third time for having an all-star research team. Commonwealth’s Brad McMillan, chief investment officer; Simon Heslop, senior vice president, asset management; Brian Price, vice president; Meagan Swanson, senior fixed income analyst; and Jim McAllister, manager, investment research, were selected based on nominations from readers. Of the five firms whose analysts were named to this year’s team, Commonwealth is the only firm with five individual all-stars.

Brad McMillan, CFA
Brad McMillan, CFA®
Chief Investment Officer
Brian Price, CFA
Brian Price, CFA®
Vice President,
Investment Management
and Research
Susan Kelly
Susan Kelly
Director,
Investment Management
and Research
Chad LaFauci, CFA
Chad LaFauci, CFA®, CAIA
Director,
Real Assets
Jim McAllister, CFA
Jim McAllister, CFA®
Director,
Equity Research
Fred DeBaets
Fred DeBaets
Director,
Investment Management
and Research
Meagan Swanson, CFA
Meagan Swanson, CFA®
Senior Research Analyst,
Fixed Income
Elise Randazzo
lise Randazzo
Senior Research Analyst,
Fixed Income
Jonathan Belanger, CFA
Jonathan Belanger, CFA®
Senior Research Analyst,
Alternatives
Brian McCormick
Brian McCormick
Senior Research Analyst,
Small-cap and Mid-Cap Equity
Peter Essele, CFA
Peter Essele, CFA®
Portfolio Manager,
Investment Management
Michael Cornacchioli, CFA
Michael Cornacchioli, CFA®
Senior Research Analyst,
Large-Cap Equity
Anuradha Gaggar, CFA
Anuradha Gaggar, CFA®
Research Analyst,
International and
Emerging Markets
Joe Maduri, CFA
Joe Maduri, CFA®
Research Analyst,
Fixed Income
Robert Kane
Robert Kane
Research Analyst,
Alternatives
Nathan Parker, CFA
Nathan Parker, CFA®
Research Analyst,
Real Assets
Lira Bukuvali
Lira Bukuvali
Research Associate,
Equity
Eduardo Ciuffo
Eduardo Ciuffo
Research Associate,
Real Assets
Brody Preston
Brody Preston
Research Associate,
Equity

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