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Commonwealth Financial Network jobs and careers

Waltham, MA, United States

About 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 Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details. *As of 12/31/2021

Founded in 1979 by Joseph Deitch.

Founded
1979
Employees
501 to 1,000
Headquarters
Waltham

Leadership

The top of Commonwealth Financial Network's org chart, with how many people report into each leader.

WBPhoto of Wayne Bloom

Wayne Bloom

CEO

542 reports

TKPhoto of Trap Kloman

Trap Kloman

Managing Principal - President & COO

148 reports

BMPhoto of Brad McMillan

Brad McMillan

Managing Principal, Wealth Management & Chief Investment Officer

92 reports

TKPhoto of Thavachelvan Kanaganathan

Thavachelvan Kanaganathan

Chief Technology Officer

63 reports

BSPhoto of Brian Sullivan

Brian Sullivan

Chief Marketing Officer

62 reports

RBPhoto of Rory Barratt

Rory Barratt

Chief Strategy & Product Officer | SVP

58 reports

MSPhoto of Matthew Sugden

Matthew Sugden

Chief Compliance Officer

33 reports

PHPhoto of Peggy Ho

Peggy Ho

SVP, General Counsel & Chief Risk Officer

18 reports

JCPhoto of Jon Cleasby

Jon Cleasby

SVP, CFO

11 reports

Board

PWPhoto of Peter Wheeler

Peter Wheeler

Vice Chairman

JDPhoto of Joseph Deitch

Joseph Deitch

Founder & Chairman

Jobs at Commonwealth Financial Network

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