Brad McMillan, CFA, CAIA, MAI

Brad McMillan, CFA®, CAIA, MAI, is chief investment officer at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. As CIO, Brad chairs the investment committee and is the primary spokesperson for Commonwealth’s investment divisions. Brad received his BA from Dartmouth College, an MS from MIT, and an MS from Boston College. He has worked as a real estate developer, consultant, and lender; as an investment analyst, manager, and consultant; and as a start-up executive. His professional qualifications include designated membership in the Appraisal Institute (MAI), the CFA Institute, and the CAIA Association. Brad speaks around the country on investment issues and writes for industry publications, as well as for this blog.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

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Recent Posts

Talkin’ ‘Bout My Generation: Managing Investment Fear and Greed

Market Risk Factors: Theory and Practice

My Advice for the Young Investor: What I Wish I Knew Then

Talkin’ ‘Bout My Generation: Managing Investment Fear and Greed

Posted by Brad McMillan, CFA, CAIA, MAI

April 18, 2018 at 1:30 PM

Like many financial advisors, I am often called on to help my family and friends with financial matters. In my experience advising different generations and age groups, there are some common questions and problems that keep coming up, especially in relation to investment fear and greed. What I tell them—and what I wish trusted advisors would tell their existing and prospective clients—depends on where they are in life.

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Topics: Asset Management & Investing

Market Risk Factors: Theory and Practice

Posted by Brad McMillan, CFA, CAIA, MAI

October 24, 2017 at 10:00 AM

When thinking about market risk factors we should worry about, the list is quite extensive. Just googling “economic statistics,” for example, will give you about 365 million results. If you search “stock market statistics,” you’ll get only 8.5 million hits. The question, then, is how can we refine the data points to determine which indicators truly belong on our risk radar?

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Topics: Asset Management & Investing

My Advice for the Young Investor: What I Wish I Knew Then

Posted by Brad McMillan, CFA, CAIA, MAI

March 31, 2015 at 10:00 AM

There's been a lot of media attention placed on younger generations (Gen X and Y) and their potential to help advisors grow their businesses. Still, many advisors remain reluctant to tap into this market, despite the knowledge and expertise they have to share.

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Topics: Asset Management & Investing

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