An Alternative Approach to Investing  



CFN Research Team

CFN Research Team

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to a team of investment research specialists at Commonwealth 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 their own specialization. You can learn more about this team below.


Brad McMillan, CFA
Vice President, Chief Investment Officer — Investment Research, Retirement Consulting Services

Simon Heslop, CFA
Director, Asset Management

Susan Kelly
Manager, Alternative Financial Strategies

Chad LaFauci, CFA
Manager, Real Assets

Brian Price, CFA
Portfolio Manager

Jim McAllister, CFA
Senior Investment Research Analyst

Fred DeBaets
Senior Fixed Income Analyst

Meagan Swanson, CFA
Senior Fixed Income Analyst

Elise Randazzo
Investment Research Analyst

Jonathan Belanger, CFA
Analyst, Alternative Investments

Brian McCormick
Investment Research Analyst

Lincoln Webber
Real Assets Analyst

Peter Essele
Investment Research Analyst

Fred Shane
Due Diligence Officer

Joe Maduri
Investment Research Associate

Sean Fullerton
Investment Research Associate

Charles Brown
Investment Research Associate
Home | Investment Approach | Core Strategies | Real Assets | Alternative Financial | Our Team | CFN Research Team | Strategic Partners | Articles | Other Services | How We Charge | Tools & Links | Contact Us | Account Access
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Adviser.
Privacy Policy
© Copyright 2008 - 2012