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
Commonwealth Financial Network
+ Read More
- 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, CFA®, CAIA, CFP®
Vice President, Investment Management and Research
Commonwealth Financial Network
+ Read More
- 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, ChFC®
Senior Investment Consultant
Commonwealth Financial Network
+ Read More
- 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
Chris Stuart, CFA®
Senior Research Analyst
Commonwealth Financial Network
+ Read More
- 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
Sam Millette
Manager, Fixed Income
Commonwealth Financial Network
+ Read More
- Manages the fixed income research team
- Analyzes individual bonds
- Authors market research and commentary
- Earned a BS in economics from Tufts University