The Partners

 

 

 

 Gregory B. McLean is President, partner and Co-Founder Of Caruso McLean & Company Inc.

Greg was an Account Executive with EF Hutton & Co. Inc.. He was also Vice President\Branch Manager at Tucker Anthony & RL Day Inc. 

Greg's licenses cover twelve states and include a Series 7, General Securities, Series 63, State Uniform Securities, Series 5, Interest Rate Options, Series 66, Investment Advisor Representative. Greg is a licensed  Life and Health Insurance Agent in New York and Florida.

Greg  received a Bachelor's Degree in Business Management at Siena College where he graduated Cum Laude. Greg furthered his education with graduate courses at The Lally School Of Management at Rensselaer Polytechnic Institute.

Greg serves on numerous community boards including The House of the Good Shepherd, Faxton\St. Lukes Healthcare and Presbyterian Homes & Services.

Greg resides in Clinton with his wife Cindy and their two children.

                                                                        

Ernest R. Caruso is Vice-President, partner and Co-Founder of Caruso McLean & Company Inc.
He has served as office manager to a regional medical supply company and treasurer of a privately endowed museum and school of the arts. He began a career in the securities industry as a licensed representative in 1982 with Dean Witter Reynold and later with Tucker Anthony & R.L. Day until 1988.

Ernie’s licenses cover nine states and include a Series 7, General Securities, Series 63, State Uniform Securities, Series 5, Interest Rate Options, Series 66, Investment Advisor Representative and he is the firms Chief Compliance Officer. Additionally, Ernie is licensed as a Life and Health Insurance Agent in New York and Florida.

Ernie received an Associates Degree in Accounting from Herkimer County Community College.

Ernie is a member of the SUNY Institute of Technology Foundation Board and past Treasurer of the Mohawk Valley Handicapped Persons Association.

Ernie resides in New Hartford with his wife Estelle and their two sons.