Our Commonwealth Colleagues

Our Commonwealth Colleagues

Our partnership with Commonwealth Financial Network gives us access to dozens of highly qualified specialists who help us answer your questions. To include them all on this website would be impossible, but we’d like to highlight the following as representatives of the high caliber people we depend on:

Rose Watson, JD, MSEL

Director, Advanced Planning

  • Leads the team of consultants; provides financial planning support for advisors, including estate, charitable, education, business succession, social security, and high-net-worth planning strategies
  • Holds a BS from the University of Missouri and a JD and MSEL (Master of Science in Environmental Law) from Vermont Law School Holds FINRA Series 7 and 24 securities registrations
  • Has prior experience as an estate planning attorney in New Hampshire and Massachusetts

Olivia Zaiya, JD, MBA

Advanced Planning Consultant

  • Supports advisors in all areas of financial planning, including business, tax, education, estate, social security, and retirement income planning
  • Holds a BBA in business economics from University of San Diego and an MBA and JD from Syracuse University
  • Is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification
  • Has prior experience as a practicing business attorney in Dallas, Texas

Patrick Noonan, CFP®

Advanced Planning Consultant

  • Serves as a resource for advisors on issues involving stock option strategies, as well as education, retirement income, social security, estate, and business planning
  • Holds a BS in finance from Fairfield University
  • Holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, FINRA Series 7 and 66 securities registrations and a life and health insurance license
  • Has prior experience advising clients on financial planning issues at Advest, Merrill Lynch, and Janney Montgomery Scott

Brad McMillan, CFA®, CAIA, MAI

Senior Vice President and Chief Investment Officer

  • Chairs the Investment Committee and is the primary spokesperson for Commonwealth's investment divisions
  • Shares his comment and thought on the economy in his blog, The Independent Market Observer
  • Is a Member of the Appraisal Institute, the CFA (Chartered Financial Analyst) Institute, and the CAIA (Chartered Alternative Investment Analyst) Association
  • Holds a BA from Dartmouth College, an MS in real estate from MIT, and an MS in finance from Boston College
  • Has prior experience as the founder of Dartmouth Realty Advisors

Lira Bukuvali

Research Associate, Equity

  • Supports the mutual fund analysts and the Asset Management team by assisting with calculating, analyzing, and updating both internal and external performance and attribution reports
  • Attends due diligence meetings and industry conferences to provide insight into the investment process
  • Holds a degree from UMass

Chris Stuart, CFA®

Senior Investment Research Analyst

  • Evaluates and selects managers and disseminates research in the large-cap equity asset class
  • Responds to advisor inquiries on equity portfolio construction, individual equity research, and equity portfolio reviews
  • Holds FINRA Series 7 and 66 securities registrations and the Chartered Financial Analyst® (CFA®) designation
  • Holds a BA in finance from UMass Amherst
  • Has prior experience in positions at Columbia Management, Bank of America-Merrill Lynch, and TheStreet.com

Kathleen Roche

Vice President, Retirement Consulting Services

  • Manages Commonwealth’s overall retirement program and leads initiatives for the development and delivery of products and services that support advisors in the retirement plan marketplace
  • Manages relationships with recordkeepers and investment partners
  • Serves as co-chair of the National Association of Plan Advisors (NAPA) DC Fly-in Forum and has served on the steering committee for NAPA’s Certified Plan Financial Advisor (CPFA) designation program and as president-elect of Women in Pensions Network
  • Holds several FINRA securities registrations
  • Holds a degree in business administration and marketing from Stonehill College
  • Has prior experience as vice president, product development, at Fidelity Investments and in business development roles with Citigroup and MFS Investment Management

Noah Wizer-Vecchi, CFP®, ChFC®, CLU®, CLTC

Supervisor, Insurance Consulting

  • Assists with case design, product illustrations, and other inquiries related to life, disability, and long-term care insurance
  • Holds the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Certified in Long-Term Care (CLTC) designations
  • Holds a BA in economics from UMass Amherst

Michael Callahan

Insurance Product Consultant

  • Assists with case design, product illustrations, and other inquiries, with particular emphasis on life insurance
  • Hold a BS in finance from the UMass Lowell
  • Has prior experience in positions at John Hancock and New York Life

Ethan Young

Director, Insurance and Annuities

  • Oversees the annuity and insurance product consultants
  • Holds FINRA Series 6, 26, and 63 securities registrations
  • Holds a BA from Allegheny College
  • Has prior experience in positions several insurance companies, including Hartford Life, MassMutual, and John Hancock