As President and COO, Ms. Shupe is responsible for the all aspects of fund servicing. Her primary duties include Client Relationship, Fund Administration, Compliance and Regulatory Management.
Prior to joining Commonwealth in 2001, Ms. Shupe served as senior member of the executive management team of a large claims resolution facility and also worked as an Accountant for Deloitte & Touche for six years.
Ms. Shupe received her B.S. in Accounting from the University of Virginia and also holds a master’s degree is in Business Administration from Virginia Commonwealth University. She is a licensed Certified Public Accountant and holds Series 6, 27, 63 and 99 securities licenses.
Ms. MacDonald joined the Commonwealth group in 1999. Currently Ms. MacDonald oversees Fund Accounting as well as Pricing and Administration. She has served in many capacities; including Administration, Supervisor of the Transfer Agency and Manager of the Accounting and Pricing Agent.
Prior to joining Commonwealth, Ms. MacDonald was VP of Finance and Administration for a large not-for-profit organization. She worked for McGladrey and Pullen for five years, ending her service there as an audit manager.
Ms. MacDonald received her B.S. in Business Administration from the University of South Carolina and is a licensed Certified Public Accountant and holds Series 6, 63 and 99 securities licenses.
At Commonwealth, Mr. Bonaduce (MCSP, PMP) is primarily responsible for the support of all mission critical systems and the maintenance of vendor and partner relationships, as well as infrastructure planning, design and support.
Mr. Bonaduce has over 25 years’ experience in the Financial Services Industry and prior to joining Commonwealth in 2007, was VP of Product Development at PFPC and a Senior Project Manager at Franklin Templeton. In addition to Information Technology and Systems, his background includes Customer Service, Client Relations, Business Development, Risk Management and Operations Support.
He attended Lock Haven and West Chester universities in Pennsylvania where he studied Management and Economics, and California State (CA) where he studied Information Systems.
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 President 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.
As CFS’s Managing Director of Corporate Operations, Ms. Giangiulio serves in a wide range of functions. Her responsibilities include all matters relating to the corporation’s development, human resources, accounting and policy.
Prior to joining us in 2007, Ms. Giangiulio was an Assistant Vice President, Branch Manager and Loan Officer at First Virginia Bank. She received her B.A. in Psychology from George Mason University. She currently holds series 6, 26, 63 and 99 securities licenses.