Commonwealth Research Team

• Evaluates and selects managers and disseminates research in the large-cap equity asset class
• Responds to advisor inquiries on equity portfolio construction, individual equity research, and equity portfolio reviews
• Holds the FINRA Series 7 and 66 securities registrations
• Earned a BA in finance from the University of Massachusetts Amherst
• Has prior experience in positions at Columbia Management, Bank of America-Merrill Lynch, and TheStreet.com

• Provides advanced technical, consultative, and platform-based support on a variety of topics to advisors and clients, particularly as it relates to Commonwealth’s Preferred Portfolio Services^® (PPS) Select program.
• Identifies strategies to enhance model portfolio adoption and responds to advisor inquiries
• Holds the FINRA Series 7 and 66 securities registrations
• Earned a degree from Elon University

• Analyzes individual fixed income securities, responds to advisor requests, and assists with market research and commentary
• Assists with trading and re-balancing of SMA portfolios
• Earned a BA in economics from Tufts University and is currently a Level II Chartered Financial Analyst^® (CFA^®) candidate

• Responds to advisor inquiries on equity portfolio construction, individual equity research, and equity portfolio reviews
• Evaluates and selects managers and disseminates research in the mid-cap equity asset class
• Chartered Financial Analyst^® (CFA^®) charterholder
• Holds the FINRA Series 65 securities registration
• Earned a BS in business management from the Isenberg School of Management at the University of Massachusetts Amherst

• Analyzes individual fixed income securities, responds to advisor requests, and assists with fixed income market research
• Is a Chartered Financial Analyst® (CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation and the FINRA Series 65 securities registration
• Earned a BS in finance and accounting from Boston College

• Supports analysts with due diligence and research activities on mutual funds, exchange traded-funds, and equities
• Evaluates and selects managers and disseminates research in the global and foreign SMID markets asset classes
• Assists the Investment Management team with calculating, analyzing, and updating both internal and external performance and attribution reports

Earned a BS in management, with an emphasis in finance, from Worcester Polytechnic Institute and is currently a Level II Chartered Financial Analyst^® (CFA^®) candidate

• Supports analysts with due diligence and research activities in fixed income and alternative investments
• Assists the Investment Management team with aggregating and presenting daily, weekly, and monthly investment analysis and performance reporting
• Earned a BS in economics and finance from Bentley University