Press Releases

Commonwealth Financial Network® Named All-Star Research Managers by Financial Advisor and Private Wealth Magazines

Waltham, MA (November 14, 2013)Financial Advisor and Private Wealth magazines have once again named key staff at Commonwealth Financial Network® to their third annual All-Star Research Managers team. The five are Brad McMillan, chief investment officer; Simon Heslop, senior vice president, asset management; Brian Price, director, asset management; Jim McAllister, manager, investment research; and Meagan Swanson, senior fixed income analyst.

“These five standout individuals are part of a department that functions as a consultative segment of Commonwealth, and are relied upon to provide superior customized research, analysis, and advice to our advisors and their clients,” said Wayne Bloom, Commonwealth’s CEO. “I am pleased to see their dedication rewarded through this much-deserved recognition, and I am proud of the work ethic they put forth and the level of value they consistently provide our advisors.”

The magazines’ All-Star team recognizes a cross-section of research professionals, nominated by their peers, who help shape the makeup of client portfolios. The team was honored at the Third Annual Fiduciary Gatekeeper Research Manager Summit, sponsored by Financial Advisor and Private Wealth, October 24—25 at the Hyatt Regency in Boston.

Bloom also noted, “Again this year, of all the firms whose analysts were named to this team, Commonwealth is the only firm with five individual all-stars. Our institutional-quality research is critical to our advisors’ ability to serve their clients, and we’re gratified to see this longstanding commitment upheld through this year’s honorees.”

About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer—RIA, 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, Three Times in a Row.” The firm supports more than 1,450 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit

Join Our Community:

Press Releases