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!

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Brad McMillan, CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer

<br/><h2>Brian Price, CFA<sup>&#174;</sup></h2><br/>

Brian Price, CFA®
Managing Principal, Investment Management and Research

<h2>Peter Essele, CFA<sup>&#174;</sup>, CFP<sup>&#174;</sup>, CAIA</h2>

Peter Essele, CFA®, CFP®, CAIA
Senior Vice President, Investment Management and Research

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Chad LaFauci, CFA®, CAIA
Vice President, Alternative Investments

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Jim McAllister, CFA®
Vice President, Equity Research

Our Values

Brian McCormick, CIMA®
Director, Investment Management and Research

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Sam Millette
Director, Fixed Income

<br/><h2>Brian Price, CFA<sup>&#174;</sup></h2><br/>

Robert Kane, CAIA
Manager, Alternatives

<h2>Peter Essele, CFA<sup>&#174;</sup>, CFP<sup>&#174;</sup>, CAIA</h2>

Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM
Manager, Investment Due Diligence - Investment Management and Research

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Fred DeBaets
Portfolio Manager, Fixed Income

<br/><h2>Brian Price, CFA<sup>&#174;</sup></h2><br/>

Chris Fasciano
Portfolio Manager, Investment Management and Research

<h2>Peter Essele, CFA<sup>&#174;</sup>, CFP<sup>&#174;</sup>, CAIA</h2>

Rob Swanke, CFA®, CAIA
Senior Research Analyst, Equity

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Nathan Parker, CFA®, CAIA
Senior Research Analyst, Equity

<br/><h2>Brian Price, CFA<sup>&#174;</sup></h2><br/>

Peter Roberto
Senior Research Analyst, Equity

<h2>Peter Essele, CFA<sup>&#174;</sup>, CFP<sup>&#174;</sup>, CAIA</h2>

Tom Scarlata
Senior Research Analyst, Fixed Income

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Wayne Richardson, CFA®
Research Analyst, Equity

<br/><h2>Brian Price, CFA<sup>&#174;</sup></h2><br/>

Justin Cleare, CFA®
Senior Research Analyst, Real Assets

<h2>Peter Essele, CFA<sup>&#174;</sup>, CFP<sup>&#174;</sup>, CAIA</h2>

Joe Dunn
Research Analyst, Fixed Income

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Aaron Gigliotti
Research Analyst, Investment Management and Research

<br/><h2>Brian Price, CFA<sup>&#174;</sup></h2><br/>

Sarah Hargreaves
Platform Manager, Investment Management and Research

<h2>Peter Essele, CFA<sup>&#174;</sup>, CFP<sup>&#174;</sup>, CAIA</h2>

Sara Bray
Research Analyst, Investment Management and Research