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.


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
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
Brian McCormick Brian McCormick Senior Research Analyst, Small-cap and Mid-Cap Equity
Peter Essele, CFA Peter Essele, CFA® Portfolio Manager, Investment Management
Anuradha Gaggar, CFA Anuradha Gaggar, CFA® Research Analyst, International and Emerging Markets
Robert Kane Robert Kane Research Analyst, Alternatives
Nathan Parker, CFA Nathan Parker, CFA® Research Analyst, Real Assets
Eduardo Ciuffo Eduardo Ciuffo Research Associate, Real Assets
Chris Fasciano Chris Fasciano Portfolio Manager, Investment Management and Research
Andrew Kitchings Andrew Kitchings Portfolio Manager, Investment Management and Research
Nicholas Follett Nicholas Follett Senior Research Analyst, Fixed Income
Rob Swanke Rob Swanke Research Analyst, Fixed Income
Sam Millettte Sam Millettte Research Analyst, Equity
Peter Roberto Peter Roberto Research Associate, Equity