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Management Team
    President
 
Karen M. Shupe
   Managing Director and COO
 
   Director of Administration
   and Accounting
 
Douglas J. Bonaduce
   Director of IT
 
   Managing Director of
   Business Development​
 
> Holly Giangiulio  
   Managing Director of
   Corporate Operations​
David A. Bogaert
Managing Director of Business Development

Mr. Bogaert joined the Commonwealth team in October 2013.  As Managing Director of Business Development, Mr. Bogaert is responsible for the management of the Sales Cycle with respect to new business as well as the growth of existing business.  He is also an officer of the World Funds Trust.

 

Prior to joining Commonwealth, Mr. Bogaert was a Senior Vice President of Business Development for Huntington Asset Services, Inc.  He joined Huntington Asset Services in 1986 and held several positions including Chief Executive Officer and President.  He has also served as Executive Vice President and Executive Committee Member of Unified Financial Services, and Executive Vice President of Unified Financial Securities, Inc.  He serviced as Executive Vice President and Director of Unified Investment Advisors, advisor to The Vintage Funds, from 1995 to 2003.

 

Mr. Bogaert earned a degree in FInancial Consulting and Planning from Purdue University and holds Series 7 and 63 securities licenses.

 

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