The Capital Navigation Group has assembled a powerful network of organizations all working on your behalf to deliver you world-class resources delivered in a highly personalized manner. As an independent firm, we have the freedom to work only with the most highly reputable organizations in their respective areas of expertise that can offer substantial and outstanding resources.

 *Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service.

Wealth Navigation Team / Commonwealth Advanced Planning Specialists

Martin  Baker*

Martin Baker*, CFP®

Advanced Planning Consultant

Mike  Baum*

Mike Baum*, CFP®

Advanced Planning Consultant

Maureen  Baxter*

Maureen Baxter*, MBA, CLU®, ChFC®

Advanced Planning Consultant

Keven  DuComb*

Keven DuComb*, JD, MBA

Advanced Planning Consultant

David  Haughton*

David Haughton*, JD

Advanced Planning Consultant

Anna  Hays*

Anna Hays*, JD, LLM

Advanced Planning Consultant

Aric  Jacobson*

Aric Jacobson*, JD, LLM, CFP®

Advanced Planning Consultant

Brad  McMillan*

Brad McMillan*, CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer

Brian  Price*

Brian Price*, CFA®

Senior Vice President, Investment Management and Research

Peter  Essele*

Peter Essele*, CFA®, CAIA, CFP®

Vice President, Investment Management and Research

Chad  LaFauci*

Chad LaFauci*, CFA®, CAIA

Vice President, Alternative Investments

Jim  McAllister*

Jim McAllister*, CFA®

Director, Equity Research

Brian  McCormick*

Brian McCormick*, CIMA®

Manager, Investment Management and Research

Sam  Millette*

Sam Millette*

Senior Investment Research Analyst, Fixed Income

Anu  Gaggar*

Anu Gaggar*, CFA®, FRM®

Global Investment Strategist

Fred  DeBaets*

Fred DeBaets*

Portfolio Manager, Investment Management and Research

Chris  Fasciano*

Chris Fasciano*

Portfolio Manager, Investment Management and Research

Andrew  Kitchings*

Andrew Kitchings*, CAIA, CMT, ERP, FRM

Portfolio Manager, Investment Management and Research

Robert  Kane*

Robert Kane*, CAIA

Senior Research Analyst, Alternatives

Nathan  Parker*

Nathan Parker*, CFA®, CAIA

Senior Research Analyst, Real Assets

Chris  Stuart*

Chris Stuart*, CFA®

Senior Research Analyst, Equity

Rob  Swanke*

Rob Swanke*, CFA®, CAIA

Senior Research Analyst, Fixed Income

Justin  Cleare*

Justin Cleare*

Research Analyst, Real Assets

Peter  Roberto*

Peter Roberto*

Research Analyst, Equity

Wayne  Richardson*

Wayne Richardson*

Research Analyst, Equity

Thomas  Ryan*

Thomas Ryan*

Research Analyst, Equity

Sarah  Hargreaves*

Sarah Hargreaves*

Analyst, Investment Management and Research

Sara  Bray*

Sara Bray*

Research Associate, Investment Management and Research

Aaron  Gigliotti*

Aaron Gigliotti*

Research Associate, Investment Management and Research

Jack  Gohr*

Jack Gohr*

Research Associate

Tom  Scarlata*

Tom Scarlata*

Research Associate, Investment Management and Research

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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