WALTHAM, Mass.--()--Financial Advisor and Private Wealth magazines have again named key staff at Commonwealth Financial Network® to their second annual All-Star research team. The five are Brad McMillan, vice president, chief investment officer; Simon Heslop, vice president, asset management; Brian Price, director, asset management; Fred DeBaets, senior fixed income analyst; and Jim McAllister, senior investment research analyst.
“Three of our team were recognized last year, and the fact that it’s grown to five this year is a testament to the depth and reach of our research expertise.”
“We couldn’t be prouder of these five and all they do for our advisors and their clients,” said Wayne Bloom, Commonwealth’s CEO. “Three of our team were recognized last year, and the fact that it’s grown to five this year is a testament to the depth and reach of our research expertise.”
The magazines’ All-Star team recognizes a cross-section of research professionals, nominated by their peers, who help shape the makeup of client portfolios. All were recognized at the 2nd Annual Fiduciary Gatekeeper Research Summit, sponsored by Financial Advisor and Private Wealth, October 11–12 at the Hyatt Regency in Boston.
Bloom also noted, “Of the eight firms whose analysts were named to this year’s team, Commonwealth is the only firm with five individual all-stars. We’ve always known that being able to rely on our institutional-quality research is critical to our advisors’ ability to serve their clients, and we’re gratified to see our longstanding commitment to delivering on that reflected in this year’s honorees.”
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, and a registered investment adviser, is the nation’s largest privately held independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power and Associates ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms” two times in a row*. The firm supports more than 1,400 independent registered representatives nationwide and makes available a comprehensive array of financial products and services. For more information, please visit www.commonwealth.com.
*Commonwealth Financial Network received the highest numerical score in the independent advisor segment in the proprietary J.D. Power and Associates 2010 and 2012 Financial Advisor Satisfaction StudiesSM. The 2012 study was based on nearly 2,800 total responses and measures overall financial advisor satisfaction among advisors registered with Financial Industry Regulatory Authority (FINRA) investment firms. Proprietary study results are based on experiences and perceptions of financial advisors surveyed between November 2011 and January 2012. Your experiences may vary. Visit jdpower.com.