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®
Chief Investment Officer
Brian Price, CFA®
Vice President,
Investment Management
and Research
Chad LaFauci, CFA®, CAIA
Director,
Real Assets
Jim McAllister, CFA®
Director,
Equity Research
Fred DeBaets
Director,
Investment Management
and Research
Brian McCormick
Senior Research Analyst,
Small-cap and Mid-Cap Equity
Peter Essele, CFA®
Portfolio Manager,
Investment Management
Anuradha Gaggar, CFA®
Research Analyst,
International and
Emerging Markets
Robert Kane
Research Analyst,
Alternatives
Nathan Parker, CFA®
Research Analyst,
Real Assets
Eduardo Ciuffo
Research Associate,
Real Assets
Chris Fasciano
Portfolio Manager,
Investment Management
and Research
Andrew Kitchings
Portfolio Manager,
Investment Management
and Research
Nicholas Follett
Senior Research Analyst,
Fixed Income
Rob Swanke
Research Analyst,
Fixed Income
Sam Millettte
Research Analyst,
Equity
Peter Roberto
Research Associate,
Equity
