Our Associates
Stephen Caruso, CFA
Chief Investment Officer Series 7 General Securities
Series 24 General Securities Principal Series 63 State Uniform Securities
Series 66 Investment Advisor Representative
Life Insurance New York
“My goal is to partner with clients and develop long lasting relationships. The foundation of that relationship is careful listening. I want to assist clients in outlining portfolio goals and in formulating investment risk and return objectives. Every client is unique and the challenge of creating, implementing, and monitoring an investment program to achieve their goals is what motivates me.“ Stephen began his career at Caruso McLean and Company, Inc. in 1995. He graduated from Bucknell University with a BS in Mathematics. Stephen was awarded the Chartered Financial Analyst designation in 2009. The CFA curriculum and examinations set a globally recognized program for measuring the competence and integrity of financial analysts, portfolio managers and investment advisers. To earn the CFA charter, a candidate must sequentially pass three six-hour examinations, complete a minimum work-experience requirement in the investment decision-making process, and to have signed a commitment to abide by the CFA Institute Code of Ethics and Standards of Professional Conduct Stephen lives in New Hartford with his wife Stacy and their two children.
Mark Steckler
Head Equity Specialist
Series 7 General Securities
Life and Health Insurance New York steck@carusomclean.com
315.724.5105 "My father was an investment advisor, so I grew up around the investment business. In 1995, I became a partner with him until his retirement, when I joined Caruso McLean and Company, Inc." “I enjoy staying in touch with my clients, helping them develop their investment portfolios. They rely on me to keep abreast of markets that change every day. And here at Caruso McLean, they’re working with people they know … not a nameless, faceless broker on Wall Street." “Call me anytime. We’ll talk about your investments, retirement planning, or retirement plans for your employees.” Mark joined Caruso Mclean in 2005. Specializing in institutional and individual retirement plans, he was named Head Equity Specialist in 2006. He graduated from the University of Tampa with a BA in economics. Mark is active in youth sports and plays golf and softball in local leagues. He lives in New Hartford with his wife Karen and three daughters. 
Lori A. Glennon
Vice President of Investments
Series 7 General Securities
Series 24 General Securities Principal
Series 63 State Uniform Securities
Series 65 Investment Advisor Representative
“I help my clients take advantage of opportunity in today’s global economy but always with a clear eye to their financial future. Over my 32-year career, my clients have come to know first-hand the benefits of leveraging good decision-making for long-term financial growth, no matter what the day-to-day fluctuation of the markets.
“I’ll offer you reliable, dependable advice, research, and market forecasts. And not only will I help you understand it all, but I’ll keep you on track for the financial security you deserve.” Lori’s career as an investment advisor started on Wall Street in 1980 as a utilities analyst at J. & W. Seligman (now Seligman Investments). After Seligman, she joined Tucker Anthony & R. L. Day, Inc. working with Greg McLean, the current principal of Caruso Mclean, Inc. From Tucker Anthony she moved to SBU Investment Services in 1990 and then M. Griffith Investment Services, Inc. in 2000. Greg McLean is happy to welcome Lori to Caruso McLean & Company, Inc. beginning January 2012. Lori graduated from St. Bonaventure University in 1980 with a BS in Economics. She is an active skier and golfer and enjoys traveling to visit her two grown daughters. She lives with her husband Joe in New Hartford, NY.
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