Joe Dunn
Research Analyst, Fixed Income
As a Research Analyst, Joe analyzes fixed income portfolios & individual fixed income securities, responds to advisor requests, and assists with fixed income market research Joe earned his BS in Finance from UMass Amherst.
Meghan Monaghan
(Client Relationship Manager)
Client Relationship Manager, Meghan Monaghan, was born in Monson, MA and attended Monson High School. Beginning from a young age, Meghan developed a passion for soccer, playing all year-round from kindergarten throughout high school. Following graduation, Meghan furthered her education at Bentley University in Waltham, MA. As a former finance intern at PV Financial, Meghan…
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
Senior 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
Senior 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…