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Commonwealth Financial Network



Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the launch of its NextGen Business Development Group. The yearlong coaching program—a first of its kind at the firm—is designed exclusively for next-gen advisors who want to accelerate their business.


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Trap Kloman
President and COO
Jon Cleasby
Chief Financial Officer
Brian Sullivan
Chief Marketing Officer
Miriam Manning
Chief Information Officer
Mukund Ravipaty
Chief Information Security Officer
Paul Tolley
Chief Compliance Officer
Brad McMillan
Chief Investment Officer
Rob Molinari
Chief Regulatory Affairs Officer
Jane Moyer
Chief Human Resources Officer
Andrew Daniels
Managing Principal, Business Development
David Kelly
Managing Principal, Trading and Brokerage Operations
Kol Chu Birke
Managing Principal, Technology and Corporate Strategy
John Rooney
Managing Principal, San Diego
Becca Hajjar
SVP, Field Development
Brian Price
SVP, Investment Management and Research
John Hagberg
SVP, Project Management Office
Maria Considine King
SVP, Practice Management
Matt Chisholm
SVP, RIA Services and Practice Management
Nancy Dibattista
SVP, Transition and Field Development Operations
Alex Hansen
SVP, RIA Compliance
Karen Mccoll
SVP, Wealth Management

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