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

Nathan Parker, CFA®, CAIA

Senior Research Analyst, Real Assets

Tom Scarlata

Tom Scarlata

Research Associate, Investment Management and Research

Jack Gohr

Jack Gohr

Research Associate

Aaron Gigliotti

Aaron Gigliotti

Research Associate, Investment Management and Research

Sara Bray

Sara Bray

Research Associate, Investment Management and Research

Sarah Hargreaves

Sarah Hargreaves

Analyst, Investment Management and Research

Thomas Ryan

Thomas Ryan

Research Analyst, Equity

Wayne Richardson

Wayne Richardson

Research Analyst, Equity

Peter Roberto

Peter Roberto

Research Analyst, Equity

Justin Cleare

Justin Cleare

Research Analyst, Real Assets

Rob Swanke

Rob Swanke, CFA®, CAIA

Senior Research Analyst, Fixed Income

Chris Stuart

Chris Stuart, CFA®

Senior Research Analyst, Equity

Brad McMillan

Brad McMillan, CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer

Robert Kane

Robert Kane, CAIA

Senior Research Analyst, Alternatives

Andrew Kitchings

Andrew Kitchings, CAIA, CMT, ERP, FRM

Portfolio Manager, Investment Management and Research

Chris Fasciano

Chris Fasciano

Portfolio Manager, Investment Management and Research

Fred DeBaets

Fred DeBaets

Portfolio Manager, Investment Management and Research

Anu Gaggar

Anu Gaggar, CFA®, FRM®

Global Investment Strategist

Sam Millette

Sam Millette

Senior Investment Research Analyst, Fixed Income

Brian McCormick

Brian McCormick, CIMA®

Manager, Investment Management and Research

Jim McAllister

Jim McAllister, CFA®

Director, Equity Research

Chad LaFauci

Chad LaFauci, CFA®, CAIA

Vice President, Alternative Investments

Peter Essele

Peter Essele, CFA®, CAIA, CFP®

Vice President, Investment Management and Research

Brian Price

Brian Price, CFA®

Senior Vice President, Investment Management and Research

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