Family Office
Commonwealth Financial Network
Commonwealth Financial Network is a US investment adviser founded by Joseph Deitch in 1979 and headquartered in Waltham, Massachusetts. The firm offers investment management services to private and institutional clients.Investment approach is led by CIO Brad McMillan, who joined in 2006. McMillan previously served as v…
Asset classes & sectors
Commercial
Decision-makers
Jonathan Christiaan Bohs
MANAGING PRINCIPAL, OPERATIONS
Paul Jonathan Tolley
MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER
John James Rooney
MANAGING PRINCIPAL
Brian Thomas Price
MANAGING PRINCIPAL, INVESTMENT MANAGEMENT AND RESEARCH
Alexander William Hansen
SVP, RIA COMPLIANCE
Joseph Samuel Deitch
TRUSTEE
Wayne Michael Bloom
CHIEF EXECUTIVE OFFICER
Peggy Lynn Ho
GENERAL COUNSEL, SENIOR VICE PRESIDENT
Matthew Fletcher Deitch
VICE CHAIRMAN
Peter Tompkins Wheeler
MANAGER
Jonathan C. Cleasby
CHIEF FINANCIAL OFFICER
Christopher Anthony Trapnell Kloman
CHIEF OPERATIONS OFFICER, PRESIDENT
Members only
Unlock contacts, warm paths & full holdings
See who to reach, how you're connected, the check sizes, and the full mandate — across Commonwealth Financial Network and 500k+ investors and LPs.