Broker Check

Commonwealth Partnership

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to insurance and risk management specialists at Commonwealth who assist us in our efforts to offer you the best possible service. Each of the professionals on these teams brings a breadth of experience in the industry and within his or her specialization. You can learn more about the teams below.

Commonwealth Advanced Planning Team

Anna Hays

Anna Hays, JD, LLM 

Advanced Planning Consultant

David Haughton

David Haughton

Advanced Planning Consultant

Heather Zack

Heather Zack, JD

TL, Advanced Planning

Martin Baker

Martin Baker

Advanced Planning Consultant

Maureen  Baxter

Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

Mike Baum

Mike Baum

Advanced Planning Consultant

Commonwealth Retirement Consulting Services Team

Alex Lauretti

Alex Lauretti

Retirement Consulting Services Analyst

Allen Cohen

Allen Cohen

Retirement Consultant

Chris Lydon

Chris Lydon

Retirement Consulting Investment Associate

Dan Collins

Dan Collins, AIF®

Retirement Marketing Program Manager

Derenig  Kostikian

Derenig Kostikian, CFP®, AIF®

Retirement Sales Consultant

John Peters

John Peters, CFP®, AIF®, PPC™

Mgr,, Retirement Consulting Services

Karen DiStasio

Karen DiStasio

VP, Retirement Consulting Services

Mat Powers

Mat Powers, CFA®, AIF®

Mgr., Retirement Consulting Investment Services

Michael Clifford

Michael Clifford

Retirement Consultant

Michael Geraci

Michael Geraci, CRPC®, AIF®

Sup., Retirement Consulting Investment Services

Mike Triana

Mike Triana

Retirement Consultant

Sheryll Yee

Sheryll Yee, CRPS®

Retirement Consultant

Sophie Barrow

Sophie Barrow

Retirement Consulting Services Associate

Steve Kochis

Steve Kochis

Mgr., Retirement Consulting Services

Steven Johnian

Steven Johnian

Sup., Retirement Consulting Services

Thomas Crutchfield

Thomas Crutchfield, CFP®, AIF®, PPC™

Mgr., Retirement Consulting Services

Commonwealth Research Team

Andrew Kitchings

Andrew Kitchings, CAIA, ERP

Portfolio Manager - Investment Management and Research

Anu Gaggar

Anuradha Gaggar, CFA®

Senior Investment Research Analyst

Brad McMillan

Brad McMillan, CFA®, CAIA, MAI

Managing Principal, Chief Investment Officer - Executive Management

Brian McCormick

Brian McCormick, CIMA®

Mgr., Investment Management and Research

Brian Price

Brian Price, CFA®

SVP, Investment Management and Research

Chad LaFauci

Chad LaFauci, CFA®, CAIA

VP, Alternative Investments - Investment Management and Research

Chris  Stuart

Chris Stuart, CFA®

Senior Investment Research Analyst

Chris  Fasciano

Chris Fasciano

Portfolio Manager, Investment Management and Research

Eduardo Ciuffo

Eduardo Ciuffo

Senior Investment Research Analyst

Fred  DeBaets

Fred DeBaets

Portfolio Manager, Fixed Income

Jim  McAllister

Jim McAllister, CFA®

Dir., Equity Research

John Rooney

John Rooney

Managing Principal, Executive Management

Michael  Comiskey

Michael Comiskey, CAIA

Research Analyst, Alternatives

Nathan Parker

Nathan Parker, CFA®, CAIA

Senior Investment Research Analyst

Nicholas Follett

Nicholas Follett

Mgr., Fixed Income

Peter Roberto

Peter Roberto

Investment Research Analyst

Peter Essele

Peter Essele, CFA®, CAIA, CFP®

VP, Investment Management and Research

Rob Swanke

Rob Swanke, CFA®

Fixed Income Analyst - Investment Management and Research

Robert Kane

Robert Kane, CAIA

Senior Investment Research Analyst

Sam Millette

Sam Millette

Senior Investment Research Analyst

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