Meet our Investment Team

 

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.
 
 
Bernadette-E-Smith
 

 

Bernadette E. Smith, CFP®

 Director of Portfolio Management

4Rivers Wealth Management

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Brad Mcmillan
 

 

Brad McMillan, CFA®, CAIA, MAI

 Managing Principal and Chief Investment Officer

Commonwealth Financial Network

 

  • 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 
Peter Essele
 

 

Peter Essele, CFA®, CAIA, CFP®

Vice President, Investment Management and Research

Commonwealth Financial Network

 

  • 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  

     

 

Brian Glazer
 

 

Brian Glazer, ChFC®

Senior Investment Consultant

Commonwealth Financial Network

 

  • Provides comprehensive solutions to investment-related questions and assists with mutual funds, ETFs, asset allocation, approved advisory platforms (including Commonwealth Financial Network’s fee-based Preferred Portfolio Services® platform), and overall case design
  • Holds the Chartered Financial Consultant® (ChFC®) designation
  • Holds the FINRA Series 7, 24, and 66 security registrations
  • Earned a BS in business administration, marketing/management from the University of Vermont
  • Earned an MBA from Suffolk University
  • Has prior experience in positions at Capital Analysts of New England, Fidelity Investments, and Standish, Ayer & Wood

 

Brian Glazer
 

 

Chris Stuart, CFA®

Senior Research Analyst

Commonwealth Financial Network

 

  • Covers the large-cap equity asset class
  • Evaluates and selects managers and disseminates research
  • Researches and performs due diligence on individual equity securities
  • Holds FINRA Series 7 and 66 securities registrations and is a CFA® charterholder
  • Earned a BA in finance from the University of Massachusetts, Amherst

 

Brian Glazer
 

 

Sam Millette

Manager, Fixed Income

Commonwealth Financial Network

 

  • Manages the fixed income research team
  • Analyzes individual bonds
  • Authors market research and commentary
  • Earned a BS in economics from Tufts University