Our Team | Peter Fahey, Philip McCaull

 

Peter M. Fahey Jr.

Financial Planner

Pete and Philip McCaull co-founded an independent advisory firm affiliated with Commonwealth in August 2017. Prior to starting their own firm, Pete and Philip spent nearly 17 years working in partnership as financial advisors for A.G. Edwards, Wachovia Securities, and Wells Fargo Advisors. 

Prior to joining A.G. Edwards, Pete was a director for a Boston-based technology consulting firm, where he was responsible for merger and acquisition strategy. Pete also has experience as a financial analyst for a boutique investment bank, advising companies on initial public offerings (IPOs), secondary equity offerings, and mergers and acquisitions.

Pete earned a BA at Dartmouth College and currently lives in Norwich with his wife, Justine, and their three children, Hailey, Noah, and Zander. Pete is the former chair and current member of the Friends of Dartmouth Lacrosse Advisory Board. Over the past 14 years, Pete has been a volunteer youth coach for various sports, including lacrosse, basketball, and skiing. When not working or coaching, Pete is passionate about the outdoors, spending most of his free time mountain biking, skiing, and fly fishing.

Philip A. McCaull

Financial Advisor

Philip and Pete Fahey co-founded an independent advisory firm affiliated with Commonwealth in August 2017. Prior to starting their own firm, Pete and Philip spent nearly 17 years working in partnership as financial advisors for A.G. Edwards, Wachovia Securities, and Wells Fargo Advisors.

Prior to joining A.G. Edwards, Philip was a consultant with Cambridge Associates in Boston, providing investment consulting services primarily to college endowments and philanthropic foundations. Philip also has experience as a management consultant with Deloitte Consulting Group. Early in his career, Philip founded an award-winning nonprofit organization called “Hands On Memphis,” which provided direct, “hands-on” volunteer services to nonprofit organizations in his hometown.

Philip earned a BA at Dartmouth College and an MBA at Dartmouth’s Tuck School of Business. Philip and his wife, Stephanie, live in Norwich with their two children, Kate and Drew. Philip has served as the chair of the board of the Montshire Museum of Science. He’s also served on the boards of the Hanover Co-op Food Stores, Hanover Rotary Club, and The Howe Library. In his spare time, Philip enjoys coaching his kids’ soccer, basketball, and baseball teams.

Jessica A. Filiault

Director of Client Services

Jessica joined Pete and Philip’s independent advisory firm affiliated with Commonwealth at its founding in August 2017. Jessica has been in the financial services business for over 30 years, beginning her career at A.G. Edwards in 1989. During her tenure with A.G. Edwards and its successor companies, Jessica obtained her FINRA Series 7 securities registration, passed the Series 9/10 exams, and served as an operations manager overseeing the branch operations of several Wells Fargo Advisors offices in Vermont and New Hampshire.

Jessica’s dedication and professionalism were recognized on multiple occasions over her 28 years with A.G. Edwards and Wells Fargo. She was awarded the Service Distinction award, the Team Member of the Month award, and the Team Member of the Year award, which was awarded to only 134 employees nationally at a firm with more than 20,000 employees. Today, Jessica oversees all operations and client services at the firm.

Jessica lives in Grantham, New Hampshire, with her husband, Keith, and children Emily, Stephen, Colin, Brady, and Faith. She enjoys walking her three dogs and running in 5k and 10k races throughout the region.