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®, CAIS, MAI
Managing Principal and Chief Investment Officer
Brian Price, CFA®
Senior Vice President
Peter Essele, CFA®, CAIA, CFP®
Vice President
Chad LaFauci, CFA®, CAIA
Vice President, Alternative Investments
Jim McAllister, CFA®
Director, Equity Research
Nicholas Follett
Manager, Fixed Income
Brian McCormick, CIMA®
Manager
Fred DeBaets
Portfolio Manager
Chris Fasciano
Portfolio Manager
Andrew Kitchings, CAIA, CMT, ERP, FRM®
Portfolio Manager
Anu Gaggar, CFA®, FRM®
Senior Research Analyst, Equity
Robert Kane, CAIA
Senior Research Analyst, Alternatives
Nathan Parker CFA®, CAIA
Senior Research Analyst, Real Assets
Chris Stuart CFA®
Senior Research Analyst, Equity
Sarah Hargreaves
Analyst
Sam Millette
Senior Investment Research Analyst, Fixed Income
Thomas Ryan
Research Analyst, Equity
Rob Swanke, CFA®, CAIA
Research Analyst, Fixed Income
Peter Roberto
Research Analyst, Equity
Tom Scarlata
Research Associate