Commonwealth Research Team

WHO WE ARE 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 also recently been recognized by Financial Advisor and Private Wealthmagazines for the second time for having an all-star research team. Commonwealth's Brad McMillan, vice president, chief investment officer; Simon Heslop, vice president, asset management; Brian Price, director, asset management; Fred DeBaets, senior fixed income analyst; and Jim McAllister, senior investment research analyst were selected based on nominations from readers. Of the eight firms whose analysts were named to this year's team, Commonwealth is the only firm with five individual all-stars. You can learn more about this team below.

Brad McMillan, CFA
Vice President, Chief Investment Officer

Simon Heslop, CFA
Vice President, Asset Management

Susan Kelly
Director, Alternative Financial Strategies

Chad LaFauci, CFA
Director, Real Assets

Brian Price, CFA
Director, Asset Management

Jim McAllister, CFA
Manager, Investment Research

Fred DeBaets
Senior Fixed Income Analyst

Meagan Swanson, CFA
Senior Fixed Income Analyst

Elise Randazzo
Investment Research Analyst

Jonathan Belanger, CFA
Senior Analyst, Alternative Investments

Brian McCormick
Senior Investment Research Analyst

Lincoln Webber
Senior Real Assets Analyst

Peter Essele
Senior Investment Research Analyst

Fred Shane
Supervisor, Due Diligence

Todd Strott
Due Diligence Analyst

Joe Maduri
Investment Research Associate

Sean Fullerton
Investment Research Associate

Samantha Quinn
Investment Research Associate

Michael Cornacchioli, CFA
Investment Research Analyst

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to a team of Advanced Planning specialists at Commonwealth who assist us in our efforts to provide you with the best possible service. You can learn more about this team below.

Tere D'Amato
Vice President, Advanced Planning

Gavin Morrissey
Vice President, Wealth Management

David Juliano
Senior Advanced Planning Consultant

Rose Watson
Manager, Advanced Planning

Jo Rhee
Advanced Planning Consultant

Kol Birke
Director, Technology Product Evolution & Financial Behavior Specialist

Justin Duft
Advanced Planning Consultant

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved