Our Team Gregory B. McLean President and Founding Partner, Registered in 12 states [email protected] 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. Read more Stephen Caruso, CFA Chief Investment Officer [email protected] Stephen’s goal is to partner with clients and develop long-lasting relationships. He believes the foundation of client relationships is careful listening. Read more Lori A. Glennon Vice President of Investments [email protected] 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. Read more Kevin W. Conway Investment Associate [email protected] 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. Read more David Hamlin Investment Associate [email protected] David is a member of the advisory team, which is committed to assisting people and businesses with their financial needs. Read more Linda Desmond Chief Operations Manager [email protected] 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. Read more 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. Read more Corporate Pensions Learn more Individual Wealth Building Learn more Institutional Asset Management Learn more Insurance Options Learn more Get Answers to Your Questions - Let's Get Started Name Email Phone Question Thank you! Oops!