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