Our Research Team
Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, provides us access to a team of investment research specialists 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.
Andrew Kitchings, CAIA, CMT, ERP, FRM
Portfolio Manager, Investment Management and Research
Anu Gaggar, CFA®, FRM®
Senior Research Analyst, Equity
Brad McMillan, CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer
Brian Price, CFA®
Senior Vice President, Investment Management and Research
Brian McCormick
Manager, Investment Management and Research
Chad LaFauci, CFA®, CAIA
Vice President, Alternative Investments
Chris Fasciano
Portfolio Manager, Investment Management and Research
Chris Stuart, CFA®
Senior Research Analyst, Equity
Fred DeBaets
Portfolio Manager, Investment Management and Research
Jim McAllister, CFA®
Director, Equity Research
Nathan Parker, CFA®, CAIA
Senior Research Analyst, Real Assets
Nicholas Follett
Manager, Fixed Income
Peter Essele, CFA®, CAIA, CFP®
Vice President, Investment Management and Research
Peter Roberto
Research Analyst, Equity
Rob Swanke, CFA®, CAIA
Research Analyst, Fixed Income
Robert Kane, CAIA
Senior Research Analyst, Alternatives
Sam Millette
Senior Investment Research Analyst, Fixed Income
Sarah Hargreaves
Analyst, Investment Management and Research
Thomas Ryan
Research Analyst, Equity
Tom Scarlata
Research Associate, Investment Management and Research