Broker Check

Our Team

Gregory B. McLean

President and Founding Partner, Registered in 12 states

"I've counseled clients and managed their portfolios for over 35 years. I realized early on that each of my clients has their own story their own distinct circumstances and views on investing. Thats why we custom design portfolios for...
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Ernest R. Caruso

Vice President, Founding Partner, and Chief Compliance Officer, Registered in 9 states

"My clients are looking for investment growth and financial health. They have questions about the markets and they wonder which investments are right for them. That's fine with me because I've always been a believer in face-to-face...

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Stephen Caruso

CFA, Chief Investment Officer

"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...
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Lori A. Glennon

Vice President of Investments

"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...

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Kevin W. Conway

Investment Associate

"Everybody has a different story with different needs. My goal is to identify your personal, financial, and personal needs and help create a plan to reach those needs." Kevin's career in the financial industry began in 2011 at...
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David Hamlin

Investment Associate

David's career in the financial industry began with Westminster Research Associates providing clients with research and commission management services. He later joined Convergex's Sales Trading team working with institutional money...
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Linda Desmond

Chief Operations Manager

"My goal is to gain our clients confidence and meet or exceed their expectations." Linda worked as a legal secretary before joining Caruso McLean & Co., Inc. in June of 1996. She resides in Ilion, New York with her husband, Allen. She...

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