Our Research Team
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®, our Registered Investment Adviser–broker/dealer, we have access to an extended office that provides us with timely research, market insights, and guidance for our clients—you!
Nathan Parker, CFA®, CAIA
Senior Research Analyst, Real Assets
Tom Scarlata
Research Associate, Investment Management and Research
Jack Gohr
Research Associate
Aaron Gigliotti
Research Associate, Investment Management and Research
Sara Bray
Research Associate, Investment Management and Research
Sarah Hargreaves
Analyst, Investment Management and Research
Thomas Ryan
Research Analyst, Equity
Wayne Richardson
Research Analyst, Equity
Peter Roberto
Research Analyst, Equity
Justin Cleare
Research Analyst, Real Assets
Rob Swanke, CFA®, CAIA
Senior Research Analyst, Fixed Income
Chris Stuart, CFA®
Senior Research Analyst, Equity
Brad McMillan, CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer
Robert Kane, CAIA
Senior Research Analyst, Alternatives
Andrew Kitchings, CAIA, CMT, ERP, FRM
Portfolio Manager, Investment Management and Research
Chris Fasciano
Portfolio Manager, Investment Management and Research
Fred DeBaets
Portfolio Manager, Investment Management and Research
Anu Gaggar, CFA®, FRM®
Global Investment Strategist
Sam Millette
Senior Investment Research Analyst, Fixed Income
Brian McCormick, CIMA®
Manager, Investment Management and Research
Jim McAllister, CFA®
Director, Equity Research
Chad LaFauci, CFA®, CAIA
Vice President, Alternative Investments
Peter Essele, CFA®, CAIA, CFP®
Vice President, Investment Management and Research
Brian Price, CFA®
Senior Vice President, Investment Management and Research