I lead McLean's investment operations, overseeing portfolio trading, rebalancing, and operational workflows to ensure client portfolios are managed accurately and efficiently. I also support compliance and process improvements across the firm to strengthen our investment infrastructure and maintain high regulatory standards.
I value working alongside teammates who demonstrate high integrity and professionalism, within a collaborative culture where people genuinely support one another and work together to deliver the best outcomes for our clients.
Strategic, Innovative, Excellence
I am ambidextrous.
Besides keeping up with my three kids? I am also the head coach for a Track & Field Club here in South Carolina.
Coffee! However, I rely on tea after a long day.
I have lived in three states. Born and raised in CT, lived in Houston, TX for a decade and now SC for the last 10 years.
My all-time favorite book is Catcher in the Rye, and my favorite movie is Wizard of Oz. I recently traveling the Vegas and had the opportunity to watch it in The Sphere – top 10 experience!
I tend to wake up early, but I do my best work later in the day. Mornings are reserved for coffee and lounging.
Charleston has some of the best restaurants in the country, which has really expanded my food palate. I used to avoid raw oysters, but now I can't get enough of them.
