McLean Asset Management Corporation
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McLean Asset Management Corporation Employees
Watermark Adviser Solutions November 2013 - Present
McLean Asset Management Corporation June 2013 - Present
Cambridge Wealth Counsel 2012 - 2013
Dimensional Fund Advisors 2006 - 2012
TIAA-CREF 2004 - 2006
Schwab Private Client 1999 - 2004
Skills
Portfolio Management, Financial Planning, Wealth Management, Retirement Planning, Fixed Income, 401k, Public Speaking, Estate Planning, New Business Development, Asset Management, ETFs, Separately Managed..., Quantitative Research, Equity Trading, Derivatives, Fixed Income Trading, CFA, Practice Management, Alternative Investments, Investment Advisory, CFP, Start-ups
Education
Arizona State University 1993 — 1998
Bachelors of Science, Finance
McLean Asset Management Corporation May 2012 - Present
Charles Schwab July 2010 - April 2012
Legg Mason (Smith Barney- 2008) April 2002 - March 2009
Education
Loyola College in Maryland 1995 — 1999
BS, International Business
mepham
McLean Asset Management Corporation November 2013 - Present
Performing Arts Venues August 2003 - Present
Capitol Steps May 2007 - February 2014
Mothers First September 1996 - August 2000
Logicon/Northrop Grumman January 1995 - February 1996
Information Engineering Systems Corp. August 1993 - January 1995
MIC, Inc. January 1992 - July 1993
Merrill Lynch June 1988 - December 1991
Travelers June 1987 - June 1988
Skills
Marketing, Creative Direction, Marketing Communications, Team Leadership, Business Development, Non-profit Leadership, Corporate Branding, Strategic Thinking, Business Relationship..., Client Relations, Creative Solutions, Sports Management, Visual Arts, Contract Negotiating
Education
Boston College
B.A. with Honors, Economics Major, Computer Science Minor
Westfield Capital Management March 2014 - Present
AGF Management Limited August 2011 - March 2014
McLean Asset Management Corporation 2009 - 2009
Education
Georgetown University - The McDonough School of Business
B.S.B.A., Finance/Management
Georgetown Preparatory School
Vanguard January 2015 - Present
Vanguard July 2013 - December 2014
McLean Asset Management Corporation September 2012 - January 2013
Harris SBSB March 2012 - August 2012
FactSet Research Systems September 2007 - July 2011
FactSet Research Systems June 2006 - September 2007
Skills
Visual Basic Automation, Equity Research, Equity Trading, Finance, Financial Analysis, Analysis, Equities, Investments, Investment Management, Trading, Financial Modeling, Fixed Income, Risk Management, Asset Allocation, Portfolio Management, Valuation, Strategy, Derivatives
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
University of California, Berkeley 2000 — 2005
BA, Cognitive Science
Hemington Wealth Management, LLC October 2013 - Present
McLean Asset Management Corporation January 2013 - September 2013
McLean Asset Management Corporation January 2005 - December 2012
Launchfuel, Inc. May 2000 - October 2003
A.T. Kearney August 1994 - September 1999
Citibank N.A. 1993 - 1993
Peterson Consulting Ltd 1989 - 1992
Skills
Wealth Management, Portfolio Management, Wealth Management..., Retirement, Financial Services, Asset Allocation, Investments, Strategy, Finance, Investment Strategies, Women and Money, Charities, Investment Advisory, Retirement Planning, Wealth, Start-ups, Tax Advisory, Estate Planning, Charitable Giving
Education
Harvard Business School 1992 — 1994
MBA, Management, Finance
University of Virginia 1985 — 1989
B.S., Finance, Management Information Services
Georgetown University 2005 — 2006
Certificate of Financial Planning, Wealth Management
Dickstein Shapiro LLP September 2015 - Present
LPL Financial March 2014 - May 2015
Hertz July 2013 - November 2013
Citi November 2012 - June 2013
McLean Asset Management Corporation January 2010 - August 2011
Skills
Software Documentation, Portfolio Management, Competitive Analysis, Finance, Leadership, Risk Management, Management, Investments, Financial Analysis, Microsoft Excel, Accounting, Operations Management, Budgets, Process Improvement, Data Analysis, Business Strategy, Strategic Planning, Microsoft Office, Microsoft Word
Education
University of Delaware 2008 — 2012
Bachelor of Science, Finance
Army National Guard February 2013 - Present
NOAA: National Oceanic & Atmospheric Administration February 2015 - Present
Brimtek Inc. February 2014 - February 2015
Sunset Hills Vineyard August 2013 - January 2014
McLean Asset Management Corporation March 2012 - August 2013
Lifetime Fitness August 2011 - March 2012
United States Senate August 2011 - December 2011
THE PEACE ALLIANCE January 2011 - May 2011
Organizing for America September 2009 - January 2010
Skills
Intelligence Analysis, Analysis, Technical Writing, Proofreading, Military, CPOF, ArcGIS, Microsoft Office, Adobe Creative Suite, Research, Proposal Writing, Critical Thinking, Project Management, Nonprofits, Social Media, Public Speaking, Event Planning, Editing, Community Outreach, Strategic Planning, International Relations, Social Networking, Public Relations
Education
Loras College 2007 — 2011
Bachelor’s Degree, 1. Politics 2. International Studies; Minor Public Relations
The Washington Center 2011 — 2011
Study Abroad - Spring 2011
Dún Laoghaire Institute of Art, Design and Technology 2009 — 2009
Study Abroad- Spring 2009
McLean Asset Management Corporation April 2010 - Present
Oracle Corp. August 1987 - December 2009
BackOffice Associates, LLC January 1985 - July 1987
IronBrick December 1983 - December 1984
Skills
Wealth Management, Personal CFO, Certified Financial..., Investment Management, Registered Investment..., Personal Tax Planning, Estate Planning, Insurance Planning, Charitable Gift Planning, Sales Exec Financial...
Education
The George Washington University
MBA
University of New Hampshire
BA
PineBridge Investments July 2013 - Present
PwC January 2013 - May 2013
Dormify January 2011 - January 2013
Burkenroad Reports August 2012 - December 2012
McLean Asset Management Corporation May 2012 - August 2012
Bloomingdale's May 2011 - August 2011
Skills
Microsoft Excel, Critical Thinking, Teamwork, Research, Organization, Mathematics, Statistics, Revenue Modeling, Data Analysis, Problem Solving, Problem Analysis, Highly detail oriented, Analysis
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science, Management; Finance and Marketing
National Utility Contractors Association March 2014 - Present
Crystal Lake Camps April 2014 - Present
First Church of Christ, Scientist, Fairfax, VA October 2013 - Present
margaretperry.org May 2012 - Present
Starbucks February 2013 - March 2014
McLean Asset Management Corporation January 2013 - February 2013
Private January 2013 - January 2013
Private Family August 2012 - December 2012
Principia College October 2011 - May 2012
Principia College bookstore June 2011 - September 2011
Skills
Front-end Development, WordPress, Social Media, HootSuite, Microsoft Office, Copy Editing, Prezi, Research, Literature, Teaching, Editing, PowerPoint, Creative Writing, Proofreading, Facebook, Tutoring, Public Speaking, Customer Service, Higher Education, Microsoft Excel, Blogger, Twitter, Tumblr, Pinterest, Goodreads, Web Development, Blogging
Education
Principia College 2007 — 2011
BA, History/English Literature
BBR Partners September 2015 - Present
Eagle's View Capital Management March 2015 - September 2015
Hermes BPK Partners July 2011 - December 2014
McLean Asset Management Corporation June 2010 - August 2010
Skills
Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Investments, Portfolio Management, Fund Of Funds, Due Diligence
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance, International Business
Warsaw School of Economics 2010 — 2010
Marquette University High School 2003 — 2007
CFA Institute
Envision Consulting LLC July 2014 - Present
Navegante Finanzas Personales SAS Personal Finance January 2014 - Present
Envision RIA (a solution by Envision Consulting LLC) October 2012 - July 2014
Envision Consulting LLC September 2012 - July 2014
inStream Solutions September 2010 - December 2012
McLean Asset Management Corporation April 2009 - December 2012
Wealthone Inc September 2008 - August 2010
McLean Asset Management Corporation July 2006 - April 2009
FXport Technology, Inc February 2006 - May 2006
Self. 2002 - 2006
Skills
Financial Analysis, Financial Planning, Financial Modeling, Financial Reporting, Team Building, Teamwork, Coaching, Operations Management, Business Relationship..., Customer Relations, Account Management, New Business Development, Vendor Management, Quality Assurance, Program Management, Database Administration, MySQL, SQL, Hosting, Cloud Computing, Private Cloud, Problem Solving, Spanish, Yoga, Hatha Yoga, Colombia, Boston, Washington DC, Strategic Financial..., Customer Service, Leadership, Investments, Wealth Management, Business Analysis, CRM, Financial Services, Integration, Portfolio Management, Project Management, Entrepreneurship, Business Development, Finance, Financial Advisory, Consulting, Investment Strategies, Asset Allocation, Asset Management, Investment Management, Investment Advisory, Mutual Funds
Education
Colegio de Estudios Superiores de Administración 2013 — 2015
Master’s Degree, Marketing/Marketing Management, General
ESIC: Business & Marketing School 2014 — 2015
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Boston University Institute of Finance 2006 — 2007
CFP Certification, Financial Planning
Newbury College
B.S, International Business Management
Eucalyptus University 2012 — 2012
Certificate - Cloud Foundations, Computer Science
Waldorf HS
McLean Asset Management Corporation March 2015 - Present
inStream Solutions September 2010 - Present
Dimensional Fund Advisors June 2008 - July 2010
Dimensional Fund Advisors July 2005 - May 2008
Education
Connecticut College 2001 — 2005
BA, Government
McLean Asset Management Corporation April 2010 - Present
Oracle Corporation August 1987 - December 2009
BackOffice Associates January 1985 - July 1987
IronBrick December 1983 - December 1984
Education
The George Washington University
Certified Financial Planner Program
University of New Hampshire
BA
Dream Project, Inc. August 2014 - Present
Capital Area Asset Builders October 2013 - Present
Washington Area Community Investment Fund, Inc. (WACIF) August 2013 - Present
Latino Economic Development Corporation August 2012 - Present
Hispanic Committee of Virginia July 2011 - June 2012
The Community Foundation for Northern Virginia April 2011 - June 2012
McLean Asset Management Corporation October 2010 - May 2012
McLean Asset Management Corporation November 2009 - October 2010
Advisor Partners, LLC July 2005 - November 2009
Advisor Partners, LLC June 2001 - July 2005
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Financial Advisory, Investment Management, Financial Services, Investment Strategies, Strategy, Asset Allocation, Asset Managment, Nonprofits, Program Management, Estate Planning, ETFs, Equities, Relationship Management, Training, Asset Management, Start-ups, Indexing, Securities, Trading, Personal Financial..., Non-profits, Private Client Services, Separately Managed..., Asset Location, Key Account..., Investment Operations, Operations Management, Consultative Sales..., Tax-Managed Investing, Team Management, Project Management, Portfolio Rebalancing, WRAP Programs, Financial Capability, Financial Education, Social Media, Social Media Strategist, Social Media Outreach, Social Media Marketing, Social Media Integration
Education
UC Berkeley-Extension 2009 — 2009
Wealth Management Symposium
Colegio Salesiano Don Bosco
Georgetown University
Executive Certificate in Financial Planning
San Francisco State University
BA, International Relations
The John F. Kennedy Center for the Performing Arts February 2012 - Present
McLean Asset Management Corporation June 2010 - February 2012
McLean Presbyterian Church June 2010 - February 2012
Adventure Theatre September 2009 - February 2012
The John F. Kennedy Center for the Performing Arts June 2009 - January 2012
Robert Half International February 2010 - June 2010
Advantage HR February 2010 - May 2010
The John F. Kennedy Center for the Performing Arts September 2009 - December 2009
Encore Stage & Studio: It's Elementary July 2009 - August 2009
Imagine Schools September 2008 - May 2009
Skills
Event Management, Administration, Theatre, Newsletters, Volunteer Management, Microsoft Office, Customer Service, Non-profits, Public Speaking, Research, Community Outreach, Marketing, Social Networking, Nonprofits, Program Management, Leadership, Microsoft Word, Event Planning, Press Releases, Editing, PowerPoint, Arts Administration, Fundraising, Teaching, Marketing Communications, Performing Arts, Organizational..., Time Management
Education
Reformed Theological Seminary 2008 — 2009
Theology
Grove City College 2004 — 2008
B.A., Communication Studies
Steward's Progress, LLC June 2012 - Present
McLean Asset Management Corporation October 2004 - May 2012
Education
Boston University
McLean Asset Management Corporation January 2014 - Present
McLean Asset Management Corporation April 2013 - December 2013
McLean Asset Management Corporation September 2012 - March 2013
KPMG November 2010 - August 2012
StreetWise Partners August 2010 - August 2012
McLean Asset Management Corporation June 2009 - November 2010
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2009
Finance and Supply Chain Management
University of Maryland College Park
Wells Fargo Private Bank November 2014 - Present
McLean Asset Management Corporation April 2007 - November 2014
inStream Solutions September 2009 - October 2013
Kidwell Kent & Curran May 1983 - March 2007
Education
Boston College Law School 1979 — 1982
JD
University of Maryland College Park 1975 — 1979
BS, Accounting
McLean Asset Management Corporation April 2009 - January 2011
U.S. Treasury Department 2000 - 2003
U.S. Treasury Department 1986 - 2000
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1969 — 1971
MA in International Affairs, International Economics, Regional Studies
Tufts University 1965 — 1969
BA, Political Science and French
McLean Asset Management Corporation October 2009 - Present
The Harbor Group December 2005 - October 2009
Jefferson Pilot Financial February 1998 - November 2004
Skills
Wealth Management, Asset Management, Retirement Planning, Financial Planning, Asset Allocation, Estate Planning, Portfolio Management, Personal Tax Planning, Employee Benefits, Risk Management
Education
Boston University 2003 — 2006
CFP, Financial Planning
McLean Asset Management Corporation July 2014 - Present
Charles Schwab June 2003 - June 2014
Northwestern Mutual October 2001 - June 2003
Education
Southern Methodist University 1991 — 1995
Bachelors of Business Administration, Finance, Bachelor of Arts, Economics, Economics, Accounting, Finance
McLean Asset Management Corporation July 2000 - Present
Skills
Managing Wealth in...
Education
Lesley University
Master of Arts (M.A.), Education
National Taiwan University
Bachelor of Arts (B.A.)