Commonwealth Partnership
Commonwealth Advanced Planning Team
Anna Hays, JD, LLM
Advanced Planning Consultant
David Haughton
Advanced Planning Consultant
Heather Zack, JD
TL, Advanced Planning
Justin Duft, JD, CFP®, MSFS, CLU®, ChFC®, CLTC
Dir., Advanced Planning
Martin Baker
Advanced Planning Consultant
Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant
Mike Baum
Advanced Planning Consultant
Commonwealth Retirement Consulting Services Team
Alex Lauretti
Retirement Consulting Services Analyst
Allen Cohen
Retirement Consultant
Chris Lydon
Retirement Consulting Investment Associate
Dan Collins, AIF®
Retirement Marketing Program Manager
Derenig Kostikian, CFP®, AIF®
Retirement Sales Consultant
John Peters, CFP®, AIF®, PPC™
Mgr,, Retirement Consulting Services
Karen DiStasio
VP, Retirement Consulting Services
Mat Powers, CFA®, AIF®
Mgr., Retirement Consulting Investment Services
Michael Clifford
Retirement Consultant
Michael Geraci, CRPC®, AIF®
Sup., Retirement Consulting Investment Services
Mike Triana
Retirement Consultant
Patricia Garvey
Contractor
Sheryll Yee, CRPS®
Retirement Consultant
Sophie Barrow
Retirement Consulting Services Associate
Steve Kochis
Mgr., Retirement Consulting Services
Steven Johnian
Sup., Retirement Consulting Services
Thomas Crutchfield, CFP®, AIF®, PPC™
Mgr., Retirement Consulting Services
Commonwealth Research Team
Andrew Kitchings, CAIA, ERP
Portfolio Manager - Investment Management and Research
Anuradha Gaggar, CFA®
Senior Investment Research Analyst
Brad McMillan, CFA®, CAIA, MAI
Managing Principal, Chief Investment Officer - Executive Management
Brian McCormick, CIMA®
Mgr., Investment Management and Research
Brian Price, CFA®
SVP, Investment Management and Research
Chad LaFauci, CFA®, CAIA
VP, Alternative Investments - Investment Management and Research
Chris Stuart, CFA®
Senior Investment Research Analyst
Chris Fasciano
Portfolio Manager, Investment Management and Research
Eduardo Ciuffo
Senior Investment Research Analyst
Fred DeBaets
Portfolio Manager, Fixed Income
Jim McAllister, CFA®
Dir., Equity Research
John Rooney
Managing Principal, Executive Management
Michael Comiskey, CAIA
Research Analyst, Alternatives
Nathan Parker, CFA®, CAIA
Senior Investment Research Analyst
Nicholas Follett
Mgr., Fixed Income
Peter Roberto
Investment Research Analyst
Peter Essele, CFA®, CAIA, CFP®
VP, Investment Management and Research
Rob Swanke, CFA®
Fixed Income Analyst - Investment Management and Research
Robert Kane, CAIA
Senior Investment Research Analyst
Sam Millette
Senior Investment Research Analyst