Andy Wiegand, CFP
Founder, Certified Financial Planner (CFP®)
Graham Miller, CFP
President, Certified Financial Planner (CFP®)
Nget Jung
Director of Operations
James Powers
Marketing & Onboarding Coordinator
Our Commonwealth Affiliates
Brad McMillan, CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer
Brian Price, CFA®
Senior Vice President, Investment Mgmt and Research
Peter Essele, CFA®, CAIA, CFP®
Vice President, Investment Mgmt and Research
Chad LaFauci, CFA®, CAIA
Vice President, Alternative Investments
Jim McAllister, CFA®
Director, Equity Research
John Rooney
Managing Principal, Executive Mgmt - Investment Mgmt and Research - San Diego Team
Anu Gaggar
Global Investment Strategist - Investment Management and Research
Brian McCormick, CIMA®
Manager, Investment Mgmt and Research
Sam Millette
Manager, Fixed Income - Investment Mgmt and Research
Robert Kane, CAIA
Manager, Alternative Investments - Investment Mgmt and Research
Fred DeBaets
Portfolio Manager, Investment Mgmt and Research
Andrew Kitchings, CAIA, ERP
Portfolio Manager, Investment Mgmt and Research
Chris Fasciano
Portfolio Manager, Investment Mgmt and Research
Nathan Parker
Senior Investment Research Analyst - Investment Mgmt and Research - San Diego Team
Chris Stuart
Senior Investment Research Analyst - Investment Mgmt and Research
Rob Swanke, CFA®, CAIA
Senior Fixed Income Analyst - Investment Mgmt and Research
Peter Roberto
Investment Research Analyst - Investment Mgmt and Research
Tom Scarlata
Investment Research Analyst - Investment Mgmt and Research
Justin Cleare
Investment Research Analyst - Investment Mgmt and Research
Thomas Ryan
Investment Research Analyst - Investment Mgmt and Research
Wayne Richardson
Investment Research Analyst - Investment Mgmt and Research
Sarah Hargreaves
Investment Mgmt Analyst - Investment Mgmt and Research
Aaron Gigliotti
Investment Research Associate - Investment Mgmt and Research
Jack Gohr
Investment Research Associate - Investment Mgmt and Research
Sara Bray
Investment Research Associate - Investment Mgmt and Research
Daniel Carr
Temporary Worker - Investment Management and Research
Joshua Goldstein
Co-Op - Investment Management and Research
Austin Harvey
Co-Op - Investment Management and Research
