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 research 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.
Robert Kane, CAIA
Manager, Alternative Investments
As a manager of alternative investments, Rob facilitates due diligence and research activities on products within alternative financial strategies (e.g., managed futures, hedge funds, private credit, private equity and structured products). Rob holds the Chartered Alternative Investment Analyst (CAIA) designation, FINRA Series 7, 63, and 66 securities registrations and a certificate in Advanced Derivative Market Strategies.…
Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM
Portfolio Manager, Investment Management and Research
As a portfolio manager, Andrew helps oversee Commonwealth’s Preferred Portfolio Services® Select program and the Commonwealth Model Portfolios. He also assists with asset allocation, security selection, and ongoing portfolio monitoring. In addition to holding FINRA Series 7 and 66 securities registrations, Andrew holds the Chartered Financial Analyst (CFA®), Chartered Market Technician (CMT), Chartered Alternative Investment Analyst (CAIA), Energy Risk…
Chris Fasciano
Portfolio Manager, Investment Management and Research
As a portfolio manager, Chris oversees Commonwealth’s Preferred Portfolio Services® Select program and the Commonwealth Model Portfolios. He also responds to advisor inquiries about their own model portfolios. Chris earned his degree in economics from Bates College and his MBA from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School. He has more than 20 years of experience…
Fred Debaets
Portfolio Manager, Fixed Income
As a portfolio manager, Fred manages Commonwealth’s Preferred Portfolio Services® Select Fixed Income Separately Managed Account (SMA) strategies. He also assists with portfolio construction and ideas on fixed income market opportunities. Fred holds his BS in financial management and economics and an MBA from Plymouth State University. Prior to joining Commonwealth, he worked in fixed income positions at Morgan…
Brian McCormick, CIMA®
Manager, Investment Management and Research
Brian joined Commonwealth in August 2004 as a member of the Retirement team. In January 2008, he joined the Research team as an investment research associate. inquiries on various topics, including asset allocation, mutual funds, ETFs, and separate account managers. Brian is responsible for the small-cap asset classes as well as ETF due diligence and the…
Jim McAllister, CFA®
Vice President, Equity Research
Jim oversees the Equity Research team, which assists advisors with ongoing due diligence and analysis of equity-based mutual funds, exchange-traded funds, separately managed accounts, and individual securities. He manages the Preferred Portfolio Services® Select Equity Separately Managed Account (SMA) models. He also guides the ongoing implementation and execution of the team’s investment philosophies and process, and responds to advisor…