Commonwealth Partnership
Commonwealth Advanced Planning Team
Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC
Vice President, Advanced Planning
Heather Zack, JD
TL, Advanced Planning
Martin Baker, CFP®
Supervisor, Paraplanning & Advanced Planning Consultant
David Haughton, JD
Team Lead, Advanced Planning
Krista Teegarden, CLU®, ChFC®, CSLP®, NSSA®
Senior Advanced Planning Consultant
Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant
Aric Jacobson, JD, LLM, CFP®
Advanced Planning Consultant
Elizabeth Meyer
Advanced Planning Consultant
Rafael Bernard, CFP®, MSFP
Advanced Planning Consultant
Anne Fontanet
Advanced Planning Consultant
Commonwealth Retirement Consulting Services Team
Karen DiStasio
Vice President, Strategic Retirement Solutions
Mat Powers, CFA®, AIF®, AIFA®
Director, Strategic Retirement Solutions
Thomas Crutchfield, CFP®, AIF®, PPC™, CPFA
Manager, Strategic Retirement Solutions
Dan Toomey, QKA®, CPFA®
Manager, Retirement Product
Michael Geraci, MSF, CRPC®, CRPS®, AIF®, CIMA®
Supervisor, Retirement Investment Solutions
Bob Burke
PlanAssist Program Manager
Mike Triana, CRPS®, CPFA
Senior Retirement Solutions Consultant
Allen Cohen, CPFA
Senior Retirement Solutions Consultant
Jeff Gillette, CPFA
Retirement Solutions Consultant
Mike Clifford, CPFA
Retirement Solutions Consultant
Chris Lydon, AIF®
Retirement Solutions Investment Analyst
Alex Lauretti, CPFA
Retirement Solutions Analyst
Adam Khalek
Retirement Solutions Investment Associate
Sophie Barrow, CPFA
Retirement Solutions Specialist
Patricia Garvey
Product Manager
Commonwealth Research Team
Brad McMillan, CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer
Brian Price, CFA®
Managing Principal, Investment Management and Research
Peter Essele, CFA®, CFP®, CAIA
Senior Vice President, Investment Management and Research
Chad LaFauci, CFA®, CAIA
Vice President, Alternative Investments
Jim McAllister, CFA®
Vice President, Equity Research
Brian McCormick, CIMA®
Manager, Investment Management and Research
Sam Millette
Manager, Fixed Income
Robert Kane, CAIA
Manager, Alternatives
Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM
Manager, Investment Due Diligence - Investment Management and Research
Fred DeBaets
Portfolio Manager, Fixed Income
Chris Fasciano
Portfolio Manager, Investment Management and Research
Rob Swanke, CFA®, CAIA
Senior Research Analyst, Equity
Nathan Parker, CFA®, CAIA
Senior Research Analyst, Equity
Peter Roberto
Senior Research Analyst, Equity
Tom Scarlata
Senior Research Analyst, Fixed Income
Wayne Richardson
Research Analyst, Equity
Justin Cleare, CFA®
Research Analyst, Real Assets
Joe Dunn
Research Analyst, Fixed Income
Aaron Gigliotti
Research Associate, Investment Management and Research
Sarah Hargreaves
Platform Manager, Investment Management and Research
Sara Bray
Research Associate, Investment Management and Research