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ABOUT US - Commonwealth Research Team

ABOUT US - Commonwealth Research Team

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Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, provides us access to a team of investment research specialists who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization.

 

 

Brad McMillan, CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer

  • Chairs the Investment Committee and is the primary spokesperson for Commonwealth's investment divisions

  • Shares his comments and thoughts on the economy in his blog, The Independent Market Observer

  • Is a Chartered Financial Analyst® (CFA®) charterholder, holds the Chartered Alternative Investment Analyst (CAIA) designation, and is a member of the Appraisal Institute

  • Earned a BA from Dartmouth College, an MS in real estate from MIT, and an MS in finance from Boston College

  • Has prior experience as the founder of Dartmouth Realty Advisors

 

 

Brian Price, CFA®

Senior Vice President, Investment Management and Research

  • Manages the Research team

  • Oversees asset allocation, fund selection, and overall management of Commonwealth’s Preferred Portfolio Services® Select program

  • Is a Chartered Financial Analyst® (CFA®) charterholder and holds the FINRA Series 7, 63, and 65 securities registrations

  • Earned a BA from Georgetown University

  • Has prior experience as a senior financial advisor associate at Bernstein Investment Research and Management

 

 

Peter Essele, CFA®, CFP®, CAIA

Vice President, Investment Management and Research

  • Oversees asset allocation, fund selection, and overall management of Commonwealth’s discretionary platform, Preferred Portfolio Services® Select

  • Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the Chartered Alternative Investment Analyst (CAIA) designation, and is a Chartered Financial Analyst® (CFA®) charterholder and a member of the Boston Security Analysts Society

  • Holds the FINRA Series 7, 24, 31, 53, and 66 securities registrations

  • Earned a BS in industrial economics from Union College

  • Has prior experience in positions at Albany International and Kestner Engineers

Chad LaFauci, CFA®, CAIA

Vice President, Real Asset Investment

  • Analyzes, approves, and monitors all alternative investments products (e.g., private equity, private credit, hedge funds, real estate, infrastructure, and commodities)

  • Manages the Alternative Investments team, which assists advisors with portfolio construction, as well as individual investment research and analysis

  • Is a Chartered Financial Analyst® (CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation and the FINRA Series 7, 24, 63, and 65 securities registrations

  • Earned a BS in economics from Bates College

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