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®

Brian Price

Managing Principal, Investment Management and Research

CFA®

Chad LaFauci

Senior Vice President, Alternative Investments

CFA®, CAIA

Jim McAllister

Vice President, Equity Research

CFA®

Brian McCormick

Director, Investment Management and Research

CIMA®

Sam Millette

Director, Fixed Income

Robert Kane

Director, Alternative Investments

CAIA

Chris Fasciano

Senior Portfolio Manager, Investment Management and Research

Andrew Kitchings

Manager, Investment Due Diligence - Investment Management and Research

CFA®, CAIA, CMT, ERP, FRM