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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:

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Brad McMillan, CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer

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Brian Price, CFA®
Managing Principal

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Peter Essele, CFA®, CFP®, CAIA
Senior Vice President

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Chad LaFauci, CFA®, CAIA
Vice President, Alternative Investments

Jim McAllister, CFA®
Vice President, Equity Research

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Brian McCormick, CIMA®
Manager, Investment Management

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Sam Millette
Manager, Fixed Income

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Robert Kane, CAIA
Manager, Alternatives

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Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM
Manager, Due Diligence

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Fred DeBaets
Manager, Fixed Income

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Chris Fasciano
Portfolio Manager

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Rob Swanke, CFA®, CAIA
Senior Research Analyst, Equity

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Nathan Parker CFA®, CAIA
Senior Research Analyst, Equity

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Peter Roberto
Senior Research Analyst, Equity

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Tom Scarlata
Senior Research Analyst,
Fixed Income

Sarah Hargreaves
Platform Manager

Wayne Richardson, CFA®
Research Analyst, Equity

Justin Cleare, CFA®
Research Analyst, Real Assets

Joe Dunn
Research Analyst, Fixed Income

Aaron Gigliotti
Research Associate

Sara Bray
Research Associate

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