INVESTMENT MANAGEMENT & RESEARCH TEAM
Benjamin & Company is supported through our integrated operational and professional partnership with the Commonwealth Financial Network® — the nation’s largest privately owned Independent Registered Investment Adviser and Broker/Dealer. The Investment Research Team provides independent and objective advice, through a refined, proprietary process designed expressly for workplace retirement plans. Meet our team:
Brad McMillan, CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer
Brian Price, CFA®
Managing Principal
Peter Essele, CFA®, CFP®, CAIA
Senior Vice President
Chad LaFauci, CFA®, CAIA
Vice President, Alternative Investments
Jim McAllister, CFA®
Vice President, Equity Research
Brian McCormick, CIMA®
Manager, Investment Management
Sam Millette
Manager, Fixed Income
Robert Kane, CAIA
Manager, Alternatives
Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM
Manager, Due Diligence
Fred DeBaets
Manager, Fixed Income
Chris Fasciano
Portfolio Manager
Rob Swanke, CFA®, CAIA
Senior Research Analyst, Equity
Nathan Parker CFA®, CAIA
Senior Research Analyst, Equity
Peter Roberto
Senior Research Analyst, Equity
Tom Scarlata
Senior Research Analyst,
Fixed Income
Sarah Hargreaves
Platform Manager
Wayne Richardson
Research Analyst, Equity
Justin Cleare, CFA®
Research Analyst, Real Assets
Joe Dunn
Research Analyst, Fixed Income
Aaron Gigliotti
Research Associate
Sara Bray
Research Associate