Commonwealth Financial Network


Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Adv... Read more

Industries

Employees

501-1,000

Links


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Trap Kloman
President & COO
Rory Barratt
SVP, Chief Strategy & Product Officer
Brad McMillan
Managing Principal, Wealth Management & Chief Investment Officer
Andrew Daniels
Managing Principal, Advisor Engagement
John Rooney
Managing Principal, Western United States
Jessica Fougere
SVP, Community
Matthew Sugden
SVP, Compliance
Dave Youngwirth
Manager - Compliance Solutions
Vance Morra
Compliance Consulting Team
Peggy Ho
SVP, General Counsel & Chief Risk Officer
Miriam Manning
Chief Information Officer

Board & advisors

Joseph Deitch
Founder & Chairman
Peter Wheeler
Vice Chairman