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Sarah Hargreaves

Platform Manager, Investment Management and Research

As platform manager, Sarah provides platform-based support for Commonwealth’s discretionary investment solution, Preferred Portfolio Services Select. In addition, she helps respond to ad-hoc investment research requests and identifies strategies to enhance adoption of the platform. Sarah holders her FINRA Series 7 and 66 securities registrations. She earned a degree in Marketing from Elon University.

Sara Bray

Research Associate, Investment Management and Research

As an investment research associate, Sara support analysts on the fixed income team with due diligence and research activities as well as assisting with aggregating investment analysis, performance reporting, and attribution reports. Sara graduated from Bentley University in May 2021 with a BS in Finance.

Justin Cleare, CFA®

Research Analyst, Real Assets

As an investment research analyst, Justin facilitates due diligence and research activities on real asset-focused investments (e.g., real estate, infrastructure, natural resources, and commodities). Justin is a Chartered Financial Analyst® (CFA®) charterholder and holds FINRA Series 6, 26, and 99 securities registrations. He earned his bachelor’s degree from the University of Massachusetts Amherst in Finance and…

Wayne Richardson, CFA®

Research Analyst, Equity

As a research analyst, Wayne provides due diligence and research activities on mutual funds, exchange traded-funds, and equities. He evaluates and selects managers and disseminates research in the mid-cap equity asset class. He also assists the Investment Management team with calculating, analyzing, and updating internal performance and attribution reports. Wayne graduated from UConn with a bachelor’s…

Tom Scarlata

Research Analyst, Fixed Income

As a fixed income analyst, Tom is responsible for responding to Fixed Income inquires including portfolio and fund reviews. He is also responsible for manager evaluation, due diligence and selection on the Fixed Income side of the Mutual fund recommended list. Tom also assists in market research and commentary as it relates to Fixed Income.…

Peter Roberto

Research Analyst, Equity

As a research analyst, Peter provides due diligence and research activities on mutual funds, exchange traded-funds, and equities. He evaluates and selects managers and disseminates research in Global and Foreign SMID markets asset classes. He also assists the Investment Management team with calculating, analyzing, and updating internal and external performance and attribution reports. Peter graduated from…

Aaron Gigliotti

Research Associate, Investment Management and Research

As an investment research associate, Aaron supports analysts on the Alternative Investments team with due diligence and research activities as well as assisting with aggregating investment analysis, performance reporting, attribution reports, and portfolio construction. Aaron graduated from Boston University in May 2020 with a BSBA and concentration in Finance.

Nathan Parker, CFA®, CAIA

Senior Research Analyst, Real Assets

As a senior research analyst, Nathan facilitates due diligence and research activities on real asset-focused investments (e.g., real estate, infrastructure, natural resources, and commodities). Nathan is a Chartered Financial Analyst® (CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation and his FINRA Series 7 and 63 securities registrations. He received his bachelor’s degree in business administration…

Rob Swanke, CFA®, CAIA

Senior Research Analyst, Fixed Income

As a senior research analyst, Rob responds to advisor inquiries on corporate fixed income portfolios, as well as analyzes individual corporate bonds, preferred stock, and structured product issues. He also conducts asset class and market research related to fixed income. Rob is a Chartered Financial Analyst® (CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation…

Sam Millette

Manager, Fixed Income

As manager, Sam’s primary responsibilities include overseeing the team’s fixed income reserach initiatives, responding to advisor inquiries, analyzing individual bonds, and drafting market research and commentary. Sam graduated from Tufts University with a degree in economics and is a member of the CFA Society Boston.