The Investment Management team at Commonwealth Financial Network develops, implements, and oversees investment strategies and portfolios for clients. They support the network's independent financial advisors by providing research, market insights, and strategic guidance to optimize investment outcomes. This team plays a critical role in ensuring that advisors have the resources and expertise necessary to help clients achieve their financial goals.
Brad McMillan
Managing Principal, Wealth Man...
Brian Price
Managing Principal, Investment...
David Kelly
Managing Principal, Advisor En...
Jon Bohs
Managing Principal, Trading & ...
Jon Good
Manager, Strategic Retirement ...
Mathew P.
Vp, Strategic Retirement Solut...
Peter Essele
SVP, Head of Advisory Solution...
Steve Kochis
Strategic Retirement Solutions
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