Brad McMillan
Chief Investment Officer at Commonwealth Equity Services LLC
Profile
Mr. William B.
McMillan is a Chief Investment Officer at Commonwealth Equity Services, Inc. He started at the firm in November 2006, heading the alternative investments group.
Since then, he has risen through the Investment Research ranks, to director of research and then chief investment officer.
He oversees Commonwealth's investment and asset management groups, chairing the investment committee and acting as the primary spokesperson for the firm's investment divisions.
He also acts as a key consultant for advisors and clients when markets get difficult.
Mr. McMillan was employed as a Vice President by Washington Mutual Bank and an Appraiser by American Appraisal Associates, Inc.
He has a Bachelor's degree in English from Dartmouth College, a MS in real estate development from MIT, and MS in finance from Boston College.
Brad McMillan active positions
| Companies | Position | Start |
|---|---|---|
Commonwealth Equity Services LLC
 Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor and broker/dealer headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Chief Investment Officer | 2006-10-31 |
Former positions of Brad McMillan
| Companies | Position | End |
|---|---|---|
Washington Mutual Bank
 Washington Mutual Bank Savings BanksFinance Washington Mutual Bank FA provides saving and banking services. It also offers home loans, commercial banking, retail banking & financial and card services. The company was founded in 1889 and is headquartered in Seattle, WA | Corporate Officer/Principal | 2006-10-31 |
American Appraisal Associates, Inc.
 American Appraisal Associates, Inc. Miscellaneous Commercial ServicesCommercial Services American Appraisal Associates, Inc. provided valuation consulting services. The company was headquartered in Milwaukee, WI. | Corporate Officer/Principal | - |
Training of Brad McMillan
| Dartmouth College | Undergraduate Degree |
| Massachusetts Institute of Technology | Graduate Degree |
| Wallace E Carroll School of Management | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
American Appraisal Associates, Inc.
American Appraisal Associates, Inc. Miscellaneous Commercial ServicesCommercial Services American Appraisal Associates, Inc. provided valuation consulting services. The company was headquartered in Milwaukee, WI. | Commercial Services |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor and broker/dealer headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Finance |
Washington Mutual Bank
Washington Mutual Bank Savings BanksFinance Washington Mutual Bank FA provides saving and banking services. It also offers home loans, commercial banking, retail banking & financial and card services. The company was founded in 1889 and is headquartered in Seattle, WA | Finance |
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