Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Our Team

Gregory B. McLean

President and Founding Partner, Registered in 12 states

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

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

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

Senior Advisor

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, CFP®


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

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

Joelle Desmond

Administrative Assistant

Joelle joined the team at Caruso McLean in 2019 as an administrative assistant.  She enjoys working with clients and has gained confidence in meeting expectations.  Upon her return from Florida, she was employed as a Customer...

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

Thank you! Oops!