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Commonwealth Investment Research 

Take advantage of a dedicated, full-time team of investment research professionals who specialize in areas ranging from alternative investments to equities and beyond. Through our partnership with Commonwealth Financial Network®, we have access to timely research, market insights, and guidance exclusive to our clients.

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Brad McMillan, CFA®

Managing Principal and Chief Investment Officer

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  • Chairs the Investment Committee and is the primary spokesperson for Commonwealth's investment divisions

  • Shares his comments and thoughts on the economy in his blog, The Independent Market Observer

  • Is a Chartered Financial Analyst® (CFA®) charterholder

  • Earned a BA from Dartmouth College, an MS in real estate from MIT, and an MS in finance from Boston College

  • Has prior experience as the founder of Dartmouth Realty Advisors

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Brian Price, CFA®

Managing Principal, Investment Management and Research

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  • Manages the Research team

  • Oversees asset allocation, fund selection, and overall management of Commonwealth’s Preferred Portfolio Services® Select program

  • Is a Chartered Financial Analyst® (CFA®) charterholder and holds the FINRA Series 7, 63, and 65 securities registrations

  • Earned a BA from Georgetown University

  • Has prior experience as a senior financial advisor associate at Bernstein Investment Research and Management

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Peter Essele, CFA®, CFP®, CAIA

Senior Vice President, Investment Management and Research

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  • Oversees asset allocation, fund selection, and overall management of Commonwealth’s discretionary platform, Preferred Portfolio Services® Select

  • Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the Chartered Alternative Investment Analyst (CAIA) designation, and is a Chartered Financial Analyst® (CFA®) charterholder and a member of the Boston Security Analysts Society

  • Holds the FINRA Series 7, 24, 31, 53, and 66 securities registrations

  • Earned a BS in industrial economics from Union College

  • Has prior experience in positions at Albany International and Kestner Engineers

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Chad LaFauci, CFA®, CAIA

Vice President, Alternative Investments

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  • Analyzes, approves, and monitors all alternative investments products (e.g., private equity, private credit, hedge funds, real estate, infrastructure, and commodities)

  • Manages the Alternative Investments team, which assists advisors with portfolio construction, as well as individual investment research and analysis

  • Is a Chartered Financial Analyst® (CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation and the FINRA Series 7, 24, 63, and 65 securities registrations

  • Earned a BS in economics from Bates College

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Jim McAllister, CFA®

Vice President, Equity Research

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  • Oversees the Equity Research team, which assists advisors with ongoing due diligence and analysis of equity-based mutual funds, exchange-traded funds, separately managed accounts, and individual securities

  • Manages the Preferred Portfolio Services® Select Equity Income SMA models and Preferred Portfolio Services® Select ESG All Cap SMA models

  • Responds to advisor inquiries on equity portfolio construction, individual equity research, and equity portfolio reviews

  • Is a Chartered Financial Analyst® (CFA®) charterholder

  • Earned a BS in finance from Lehigh University

  • Has prior experience as a research analyst at Loomis, Sayles & Co. and State Street Global Advisors in the U.S. quantitative group

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Brian McCormick, CIMA®

Director, Investment Management and Research

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  • Manages evaluation, selection, and dissemination of research in the small- and mid-cap asset classes

  • Conducts research and due diligence on exchange-traded products

  • Responds to advisor inquiries on various investment topics, including asset allocation, mutual funds, exchange-traded funds, and separate account managers

  • Holds the Certified Investment Management Analyst® (CIMA®) designation and the FINRA Series 7, 24, and 63 securities registrations

  • Earned a BS in management from Quinnipiac University

  • Has more than 22 years of industry experience including at positions at Signator Investors and Putnam Investments

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Sam Millette

Director, Fixed Income

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  •  Oversees the team's fixed income research initiatives, responds to advisor inquiries, analyzes individual bonds, and creates market research and commentary

  • Earned a BA in economics from Tufts University and is a member of the CFA Society Boston

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Robert Kane, CAIA

Manager, Alternatives

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  • Facilitates due diligence and research activities on products within alternative financial strategies (e.g., managed futures, hedge funds, private credit, private equity and structured products)

  • Holds the Chartered Alternative Investment Analyst (CAIA) designation,  FINRA Series 7, 63, and 66 securities registrations and a certificate in Advanced Derivative Market Strategies

  • Earned a degree from the University of Massachusetts Amherst

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Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM

Manager, Investment Due Diligence - Investment Management and Research

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  • Helps oversee Commonwealth’s Preferred Portfolio Services® Select program and the Commonwealth Model Portfolios

  • Assists with asset allocation, security selection, and ongoing portfolio monitoring

  • Holds the Chartered Financial Analyst (CFA®), Chartered Market Technician (CMT), Chartered Alternative Investment Analyst (CAIA), Energy Risk Professional (ERP), and Financial Risk Manager (FRM) designations and is a member of the Boston Security Analysts Society

  • Holds the FINRA Series 7 and 66 securities registrations

  • Earned dual degrees in economics and history with a concentration in East Asian studies from Emory University

  • Has prior experience in positions at LPL Financial and Bank of America

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Fred DeBaets

Portfolio Manager, Fixed Income

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  • Manages Commonwealth’s Preferred Portfolio Services® Select Fixed Income SMA strategies

  • Assists with portfolio construction and ideas on fixed income market opportunities

  • Earned a BS in financial management and economics and an MBA from Plymouth State University

  • Has prior experience in fixed income positions at Morgan Stanley and Bear Stearns

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Chris Fasciano

Portfolio Manager, Investment Management and Research

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  • Oversees Commonwealth’s Preferred Portfolio Services® Select program and the Commonwealth Model Portfolios

  • Assists with asset allocation, security selection, and ongoing portfolio monitoring

  • Responds to advisor inquiries about their own model portfolios

  • Earned a BA in economics from Bates College and an MBA from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School

  • Has more than 20 years of experience in small- and mid-cap stock research and managing small- and mid-cap value portfolios for institutional and high-net-worth clients

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Rob Swanke, CFA®, CAIA

Senior Research Analyst, Equity

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  • Analyzes individual fixed income securities and structured products, responds to advisor requests, and assists with fixed income market research

  • Is a Chartered Financial Analyst® (CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation and the FINRA Series 65 securities registration

  • Earned a BS in finance and accounting from Boston College

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Nathan Parker, CFA®, CAIA

Senior Research Analyst, Equity

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  • Facilitates due diligence and research activities on real asset-focused investments (commercial real estate, commodities, infrastructure, and natural resources)

  • Is a Chartered Financial Analyst® (CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation and the FINRA Series 7 and 63 securities registrations

  • Earned a bachelor's in business administration from California State University, Chico, and a master's in finance from San Diego State University

  • Has prior experience at LPL Financial

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Peter Roberto

Senior Research Analyst, Equity

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  • Provides due diligence and research activities on International mutual funds, exchange traded-funds, and equities

  • Evaluates and selects managers and disseminates research in the Global and Foreign Large Cap, EM and Foreign SMID markets asset classes

  • Assists the Investment Management team with calculating, analyzing, and updating both internal and external performance and attribution reports

  • Earned a BS in management, with an emphasis in finance, from Worcester Polytechnic Institute and is currently a Level II Chartered Financial Analyst® (CFA®) candidate

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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

 

 

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