

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