"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 our clients. We dont try to squeeze them into a predetermined model."
"In our first conversation together, we'll discuss exactly where you are and where you're going financially. What's your tolerance for risk? With what kinds of investments are you comfortable? Who are you responsible for family, a business, a not-for-profit?"
"It's my job to get you from point A to point B, but at the same time, help take the worry out of investing. Give me a call today and we'll start the conversation."
Greg's career in financial services began as an account executive with E. F. Hutton & Co. in 1980. Before he co-founded Caruso McLean & Company, Inc. in 1988, he was vice president/branch manager at Tucker Anthony & R. L. Day, Inc.
Greg graduated Cum Laude with a bachelors degree in business management at Siena College. He took graduate courses at the Lally School of Management at Rensselaer Polytechnic Institute.
Current Community Service:
- Chair of Investment Committee of the Community Foundation of Oneida & Herkimer County
- Serving on Executive Committee of the Thousand Island Land Trust
- Vice Chair and Chair of Investment Committee of Mohawk Valley Health System
Greg resides in Clinton, New York with his wife Cindy and their two children.
Series 7 General Securities
Series 8 General Securities Supervision
Series 63 State Uniform Securities
Series 66 Investment Advisor Representative
Life and Health Insurance Agent in New York and Florida
Accredited Asset Management Advisor
Accredited Wealth Management Advisor
Ernest R. Caruso
As many of you know, my partner, Ernie Caruso, passed away on May 6, 2010 of cancer.
Our office mourns his loss, as do his clients, friends, and family.
Ernie's clients were very important to him, as I'm sure they know. I want to reassure them that their accounts will be in capable hands with Ernie's son, Stephen.
Steve has been an integral part of this firm since 1995. He is ready to help his father's clients with their portfolios and financial planning.
On behalf of all of us here at Caruso McLean & Company, I want to thank you for your confidence in Ernie and our firm. Be assured that Ernie's legacy, personal relationships as the foundation for client service, will continue.
Our name will remain the same, as will our service to you, our loyal clients. Please feel free to call Steve or me with any questions or concerns you might have regarding your portfolio.
And please join us in remembering Ernie Caruso and celebrating a life well lived.