Sarah Hargreaves
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…
Sara Bray
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…
Justin Cleare, CFA®
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…
Wayne Richardson, CFA®
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,…
Tom Scarlata
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…
Peter Roberto
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…
Aaron Gigliotti
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…
Nathan Parker, CFA®, CAIA
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…
Rob Swanke, CFA®, CAIA
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…