Our Client Portfolio Managers develop an investment strategy that is unique to you, reflecting your return objectives and risk tolerances. They ensure the portfolio is properly positioned to achieve your long-term goals.
As the President and CEO, founding partner, and Portfolio Manager at McLean & Partners, Kevin oversees the overall firm, providing coaching, leadership, and corporate strategy for the various teams.FULL BIO
An experienced investment advisor, Russ MacKay became a founding partner in McLean & Partners in 1999 because of his belief in the client-focused business model.FULL BIO
Matt joined the Client Portfolio Management team in October 2016, bringing with him over 15 years of wide-ranging investment industry experience. He will be responsible for working with clients on a day-to-day basis, overseeing client asset allocation, and developing new business. The differentiated investment philosophy and in-depth focus on client service were key factors in his decision to join the team at McLean & Partners.FULL BIO