Extended Team

Investment Research

Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, gives us access to a team of advanced planning specialists who can help us provide the best possible service.

Brad McMillan

Managing Principal, Wealth and Investment Management and Chief Investment Officer

CFA®, CFP®

Brian Price

Managing Principal, Investment Management and Research and Co-Chief Investment Officer

CFA®

Chad LaFauci

Senior Vice President, Alternative Investments

CFA®, CAIA

Jim McAllister

Vice President, Equity Research

CFA®

Brian McCormick

Portfolio Management, Preferred Portfolio Services® (PPS) Select

CIMA®

Rob Kane

Director, Alternative Investments

CAIA

Chris Fasciano

Vice President, Chief Market Strategist

Sam Millette

Director, Fixed Income

Andrew Kitchings

Portfolio Manager, Preferred Portfolio Services® (PPS) Select

CFA®, CAIA, CMT, ERP, FRM

Brian Glazer

Supervisor, Investment Management and Research Consulting

ChFC®