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