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Our Team

Gregory B. McLean

President and Founding Partner, Registered in 12 states

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Greg has counseled clients and managed their portfolios for more than 35 years. He realized early on in his career that each of his clients has their own story, their own distinct circumstances and their own views on investing.

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Stephen Caruso, CFA

Chief Investment Officer

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Stephen’s goal is to partner with clients and develop long-lasting relationships. He believes the foundation of client relationships is careful listening.

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Lori A. Glennon

Vice President of Investments

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In her role at Caruso McLean, Lori helps her clients take advantage of opportunities in today’s global economy, with a clear eye to their financial future.

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Kevin W. Conway

Investment Associate

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Kevin believes everyone has a different story and has different needs. That’s why his goal is to identify the personal and financial needs of his clients, and help create a plan to reach those needs.

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David Hamlin

Investment Associate

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David is a member of the advisory team, which is committed to assisting people and businesses with their financial needs. 

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Linda Desmond

Chief Operations Manager

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In her role as Chief Operations Manager at Caruso McLean, Linda’s goal is to gain the confidence of clients, and to meet or exceed their expectations.

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In Memoriam of Ernest R. Caruso

Vice President & Founding Partner

Ernest founded Caruso McLean on the tenet that people deserved to have a financial advisor who genuinely cared about their clients.

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Corporate Pensions

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Individual Wealth Building

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Institutional Asset Management

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Insurance Options

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