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

Andrew Kitchings, CAIA, CMT, ERP, FRM

Portfolio Manager, Investment Management and Research

Anu Gaggar

Anu Gaggar, CFA®, FRM®

Senior Research Analyst, Equity

Brad McMillan

Brad McMillan, CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer

Brian Price

Brian Price, CFA®

Senior Vice President, Investment Management and Research

Brian McCormick

Brian McCormick

Manager, Investment Management and Research

Chad LaFauci

Chad LaFauci, CFA®, CAIA

Vice President, Alternative Investments

Chris Fasciano

Chris Fasciano

Portfolio Manager, Investment Management and Research

Chris Stuart

Chris Stuart, CFA®

Senior Research Analyst, Equity

Fred DeBaets

Fred DeBaets

Portfolio Manager, Investment Management and Research

Jim McAllister

Jim McAllister, CFA®

Director, Equity Research

Nathan Parker

Nathan Parker, CFA®, CAIA

Senior Research Analyst, Real Assets

Nicholas Follett

Nicholas Follett

Manager, Fixed Income

Peter Essele

Peter Essele, CFA®, CAIA, CFP®

Vice President, Investment Management and Research

Peter Roberto

Peter Roberto

Research Analyst, Equity

Rob Swanke

Rob Swanke, CFA®, CAIA

Research Analyst, Fixed Income

Robert Kane

Robert Kane, CAIA

Senior Research Analyst, Alternatives

Sam Millette

Sam Millette

Senior Investment Research Analyst, Fixed Income

Sarah Hargreaves

Sarah Hargreaves

Analyst, Investment Management and Research

Thomas Ryan

Thomas Ryan

Research Analyst, Equity

Tom Scarlata

Tom Scarlata

Research Associate, Investment Management and Research