Chad LaFauci, CFA®, CAIA
Vice President, Alternative Investments
As Vice President, Alternative Investments, Chad is responsible for analysis, approval, and ongoing monitoring of all alternative investment products (e.g., private equity, private credit, hedge funds, real estate, infrastructure, and commodities). In addition, he trains and educates Commonwealth advisors through print and web-based media. Chad graduated from Bates College with a degree in economics, is…
Peter Essele, CFA®, CAIA, CFP®
Senior Vice President, Investment Management and Research
As senior vice president, investment management and research, Peter oversees asset allocation, fund selection, and overall management of Commonwealth’s discretionary platform, Preferred Portfolio Services® Select. Peter is a Chartered Financial Analyst® (CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation, the CERTIFIED FINANCIAL PLANNERTM professional certification, and his FINRA Series 7, 24, 31, 53, and 66 securities registrations. He…
Brian Price, CFA ®
Managing Principal, Investment Management and Research
As managing principal, investment management and research, Brian manages the Research team, as well as oversees the asset allocation, fund selection, and overall management of Commonwealth’s Preferred Portfolio Services® Select program. Brian is a Chartered Financial Analyst® (CFA®) charterholder and holds his FINRA Series 7, 63, and 65 securities registrations. He graduated from Georgetown University with a BA in…
Brad McMillan, CFA®, CAIA, MAI
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…
Charles Myers, AIF®
(Founding Partner)
Founding Partner Charles “Chuck” Myers was raised in a Boston suburb, relocating to Western MA for college. He graduated from the University of Massachusetts, Amherst in 1981 with a Bachelor’s of Science in Public Health. At age eleven, Chuck vividly remembers his first volunteer experience when he signed up to help a disabled peer labor…
Joseph Leonczyk
(Founding Partner)
Joe Leonczyk is a lifelong resident of Ludlow, Massachusetts. He graduated from the University of Massachusetts Amherst with a BS in nursing. His innate desire to help people and his thirst for learning led him to his initial career as an RN. Working in the cardiac care unit of Wing Memorial Hospital proved to be…
Kathy Houle
(Operations Assistant)
Kathy Houle was born and raised right here in Ludlow, and graduated from Ludlow High School before going on to get a degree in Education and English from Annhurst College, a small Connecticut-based Catholic women’s college that ceased operation in the 1980’s After graduating, Kathy realized that she did not want to become a teacher…
Andrea Lebeau
(Client Experience Specialist)
Client Experience Specialist, Andrea Lebeau was born and raised in Belchertown, MA. Growing up, she attended Jabish Brook Middle School and Belchertown High School. She graduated alongside her twin brother, Joshua. As a child, Andrea spent much of her time at a nearby horse farm, both riding and caring for the horses. It was there…
Linda Martins
(Director of Marketing and Community Outreach)
Linda Martins, Director of Marketing and Community Outreach, hails from Ludlow, Massachusetts. Fluent in Portuguese, she excelled in high school through various extracurricular activities, demonstrating her leadership skills with various events she led. A Westfield State University Graphic Design graduate, Linda’s career took off at Tyco Medical Supplies. Her professional journey continued at Concentra Medical…
P.J. Gagne
(Financial Advisor)
P.J. Gagne grew up in South Hadley, MA with his parents and five older sisters. As a child, P.J. enjoyed playing sports and spending time outside swimming, fishing, and camping with his family. His father owned a package store, Gagne’s Package Store, that was in the family for more than 40 years. P.J. and his…