COMMONWEALTH RESEARCH TEAM
BRAD MCMILLAN, CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer
BRIAN PRICE, CFA®
Senior Vice President, Investment Management and Research
PETER ESSELE, CFA®, CAIA, CFP®
Vice President, Investment Management and Research
CHAD LAFAUCI, CFA®, CAIA
Vice President, Alternative Investments
JIM MCALLISTER, CFA®
Director, Equity Research
NICHOLAS FOLLETT
Manager, Fixed Income
BRIAN MCCORMICK, CIMA®
Manager, Investment Management and Research
FRED DEBAETS
Portfolio Manager, Investment Management and Research
CHRIS FASCIANO
Portfolio Manager, Investment Management and Research
ANDREW KITCHINGS, CAIA, CMT, ERP, FRM
Portfolio Manager, Investment Management and Research
ANU GAGGAR, CFA®, FRM®
Senior Research Analyst, Equity
ROBERT KANE, CAIA
Senior Research Analyst, Alternatives
NATHAN PARKER, CFA®, CAIA
Senior Research Analyst, Real Assets
CHRIS STUART, CFA®
Senior Research Analyst, Equity
EDUARDO CIUFFO, CFA®
Senior Research Analyst, Real Assets
SARAH HARGREAVES
Analyst, Investment Management and Research
SAM MILLETTE
Senior Investment Research Analyst, Fixed Income
THOMAS RYAN
Research Analyst, Equity
ROB SWANKE, CFA®, CAIA
Research Analyst, Fixed Income
PETER ROBERTO
Research Analyst, Equity
TOM SCARLATA
Research Associate, Investment Management and Research
COMMONWEALTH advanced PLANNING TEAM
JUSTIN DUFT, JD, CFP®, CLU®, ChFC®, CLTC
Director, Advanced Planning
HEATHER ZACK, JD, LLM, CAP®
Team Lead, Advanced Planning
MARTIN BAKER, CFP®
Advanced Planning Consultant
MIKE BAUM, CFP®
Advanced Planning Consultant
MAUREEN BAXTER, MBA, CLU®, ChFC®
Advanced Planning Consultant
KEVIN DUCOMB, JD, MBA
Advanced Planning Consultant
DAVID HAUGHTON, JD
Advanced Planning Consultant
ANNA HAYS, JD, LLM
Advanced Planning Consultant
ARIC JACOBSON, JD, CFP®, LLM
Advanced Planning Consultant
KRISTA TEEGARDEN, CLU®, ChFC®
Advanced Planning Consultant