As our client, you benefit from 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 an extended office that provides us with timely research, market insights, and guidance for our clients—you!
Brad McMillan, CFA®
Managing Principal, Wealth and Investment Management and Chief Investment Officer
Brian Price, CFA®
Managing Principal, Investment Management and Research
Chad LaFauci, CFA®, CAIA
Senior Vice President, Alternative Investments
Jim McAllister, CFA®
Vice President, Equity Research
Brian McCormick, CIMA®
Director, Investment Management and Research
Sam Millette
Director, Fixed Income
Robert Kane, CAIA
Director, Alternative Investments
Chris Fasciano
Senior Portfolio Manager, Investment Management and Research
Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM
Manager, Investment Due Diligence - Investment Management and Research