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Commonwealth Financial Network Email Format
Financial Services
・
501-1,000 employees
・
Waltham, MA, USA
Commonwealth Financial Network is a privately held financial services firm that provides business solutions, consulting, and technology tools to more than 2,000 independent financial advisors nationwide.
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firstinitiallast@commonwealth.com
Company Overview
Industry
Financial Services
Founded
1979
Headquarters
Waltham, MA, USA
Revenue
$1B-$2.5B
FUNDING Stage
Private
Website
Key Executives
Wayne Bloom (Chief Executive Officer), Jon Cleasby (SVP, Chief Financial Officer), Trap Kloman (President and Chief Operating Officer)
Tech Stack
Key Executives
4.9/5 on G2
40K+ GTM professionals
SOC 2 Type II certified
Frequently Asked Questions
What is the email format of Commonwealth Financial Network?
Commonwealth Financial Network uses the firstinitiallast format, so Jane Smith would be jsmith@commonwealth.com.
What is Commonwealth Financial Network's Preferred Portfolio Services platform and how does it work for independent advisors?
Commonwealth Financial Network's Preferred Portfolio Services (PPS) platform is a fee-based managed account program with three tiers: PPS Custom, PPS Select, and PPS Direct. Together they give independent advisors flexible options for self-managing portfolios, delegating to Commonwealth's in-house team, or working with third-party strategists.
Who leads Commonwealth Financial Network's Investment Management and Research team?
Brian Price, CFA, serves as co-chief investment officer and managing principal of Commonwealth Financial Network's Investment Management and Research team. Brad McMillan, also a CFA and CFP, holds the title of chief investment officer and managing principal, wealth management, and continues to contribute to the firm's well-known Independent Market Observer blog.
Does Commonwealth Financial Network give advisors access to alternative investments like private equity and private credit?
Yes. Commonwealth Financial Network has its own Alternative Investments team led by SVP Chad LaFauci and also partners with iCapital to give advisors a streamlined platform for accessing private equity, private credit, and other alternative investment products designed for high-net-worth clients.
How can I find and verify a Commonwealth Financial Network contact's email address?
Since Commonwealth Financial Network uses the firstinitiallast@commonwealth.com format, you can build a likely address from any staff member's first initial and last name. Tools like Clay can help you verify or enrich that contact data at scale when prospecting across the firm's 1,618 employees.
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4.9 rating