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Brad McMillan - Pioneer Valley Financial

Brad McMillan, CFA®, CAIA, MAI

Position: Managing Principal, Chief Investment Officer

Brad started at Commonwealth in 2006. As managing principal, chief investment officer, he oversees Commonwealth’s investment and asset management groups, chairing the investment committee and acting as the primary spokesperson for the firm’s investment divisions.

Brad is a frequent commentator on the financial markets, U.S. economic policy, and the global economy for a range of national media outlets. He also acts as a key consultant for advisors and clients when markets get difficult. Brad maintains a daily blog, The Independent Market Observer, and is a regular contributor to Forbes. He also is a frequent guest speaker at industry conferences.

Brad’s professional qualifications include designated membership in the Appraisal Institute (MAI), the CFA Institute, and the CAIA Association. Prior to joining Commonwealth, he founded several companies. He has an undergraduate degree from Dartmouth and graduate degrees from MIT and Boston College.