McLean Asset Management Corporation

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McLean Asset Management Corporation Employees

Employee
Years
Job
Industry
Marc Jimenez, CFA, CFP® Marc Jimenez, CFA, CFP® Greater Denver Area Details
Marc Jimenez, CFA, CFP®'s McLean Asset Management Corporation Experience June 2013 - Present
Job Providing Wealth Management Solutions
Industry Financial Services
Experience
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

Jessica Wunder, CFP, CRPC Jessica Wunder, CFP, CRPC Haymarket, Virginia Details
Jessica Wunder, CFP, CRPC's McLean Asset Management Corporation Experience May 2012 - Present
Job Wealth Manager at Mclean Asset Management Corp
Industry Financial Services
Experience
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

Cathy Rieder Cathy Rieder Washington D.C. Metro Area Details
Cathy Rieder's McLean Asset Management Corporation Experience November 2013 - Present
Job Marketing and Communications
Industry Marketing and Advertising
Experience
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

Jay Foley Jay Foley Boston, Massachusetts Details
Jay Foley's McLean Asset Management Corporation Experience 2009 - 2009
Job Westfield Capital Management
Industry Investment Management
Experience
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

Alexander Koch Alexander Koch Washington D.C. Metro Area Details
Alexander Koch's McLean Asset Management Corporation Experience September 2012 - January 2013
Job Equity Analyst Index Analytics Group at Vanguard
Industry Investment Management
Experience
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

Eileen O'Connor, CFP, MBA Eileen O'Connor, CFP, MBA Washington D.C. Metro Area Details
Eileen O'Connor, CFP, MBA's McLean Asset Management Corporation Experience January 2013 - September 2013
Job Managing Principal and CoFounder at Hemington Wealth Management, LLC
Industry Investment Management
Experience
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

Akira Sirvain Akira Sirvain Washington D.C. Metro Area Details
Akira Sirvain's McLean Asset Management Corporation Experience January 2010 - August 2011
Job Operations Specialist at LPL Financial
Industry Financial Services
Experience
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

Kimberly DeVore Kimberly DeVore Washington D.C. Metro Area Details
Kimberly DeVore's McLean Asset Management Corporation Experience March 2012 - August 2013
Job Program Analyst at NOAA: National Oceanic & Atmospheric Administration
Industry Military
Experience
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

Joel Gemmell, CFP®, MBA Joel Gemmell, CFP®, MBA Mclean, Virginia Details
Joel Gemmell, CFP®, MBA's McLean Asset Management Corporation Experience April 2010 - Present
Job Wealth Manager to DCArea Clients
Industry Financial Services
Experience
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

Emily O'Daniel Emily O'Daniel New York, New York Details
Emily O'Daniel's McLean Asset Management Corporation Experience May 2012 - August 2012
Job Sales Analyst at PineBridge Investments
Industry Financial Services
Experience
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

Margaret Perry McElfresh Margaret Perry McElfresh Washington D.C. Metro Area Details
Margaret Perry McElfresh's McLean Asset Management Corporation Experience January 2013 - February 2013
Job FrontEnd Web Developper and Freelance Writer
Industry Writing and Editing
Experience
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

John Peashey John Peashey New York, New York Details
John Peashey's McLean Asset Management Corporation Experience June 2010 - August 2010
Job Investment Research Associate at BBR Partners
Industry Financial Services
Experience
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

Carlos Coutin, MBA Carlos Coutin, MBA Washington D.C. Metro Area Details
Carlos Coutin, MBA's McLean Asset Management Corporation Experience April 2009 - December 2012
Job RIA Value Proposition Strategist
Industry Management Consulting
Experience
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

Robert French, CFA Robert French, CFA Portland, Maine Details
Robert French, CFA's McLean Asset Management Corporation Experience March 2015 - Present
Job Director of Investment Analysis at McLean Asset Management Corporation
Industry Financial Services
Experience
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

Joel S. Gemmell, CFP®, MBA Joel S. Gemmell, CFP®, MBA Mclean, Virginia Details
Joel S. Gemmell, CFP®, MBA's McLean Asset Management Corporation Experience April 2010 - Present
Job Wealth Manager to High Tech Sales Execs
Industry Financial Services
Experience
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

Joseph Leitmann-Santa Cruz Joseph Leitmann-Santa Cruz Washington D.C. Metro Area Details
Joseph Leitmann-Santa Cruz's McLean Asset Management Corporation Experience October 2010 - May 2012
Job Director of External Relations at Capital Area Asset Builders
Industry Financial Services
Experience
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

Joy Gardiner Joy Gardiner Washington D.C. Metro Area Details
Joy Gardiner's McLean Asset Management Corporation Experience June 2010 - February 2012
Job Accessibility Coordinator at The John F. Kennedy Center for the Performing Arts
Industry Performing Arts
Experience
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

Gisle Sorli Gisle Sorli Alexandria, Virginia Details
Gisle Sorli's McLean Asset Management Corporation Experience October 2004 - May 2012
Job Steward's Progress With You on the Financial Journey
Industry Financial Services
Experience
Steward's Progress, LLC   June 2012 - Present
McLean Asset Management Corporation   October 2004 - May 2012

Education
Boston University

Brian Hyun, CFA Brian Hyun, CFA Washington D.C. Metro Area Details
Brian Hyun, CFA's McLean Asset Management Corporation Experience January 2014 - Present
Job Managing Director at McLean Asset Management Corporation
Industry Financial Services
Experience
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

Virginia Cheung Virginia Cheung Washington D.C. Metro Area Details
Virginia Cheung's McLean Asset Management Corporation Experience April 2007 - November 2014
Job Regional Wealth Planning Manager/Sr. Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
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

Mary Chaves Mary Chaves Washington D.C. Metro Area Details
Mary Chaves's McLean Asset Management Corporation Experience April 2009 - January 2011
Job Financial Advisor, retired
Industry Financial Services
Experience
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

Rob Cordeau, CFP® Rob Cordeau, CFP® Greater Boston Area Details
Rob Cordeau, CFP®'s McLean Asset Management Corporation Experience October 2009 - Present
Job Director of Financial Planning at McLean Asset Management Corporation
Industry Financial Services
Experience
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

Robert Papa, CFP® Robert Papa, CFP® Washington D.C. Metro Area Details
Robert Papa, CFP®'s McLean Asset Management Corporation Experience July 2014 - Present
Job Wealth Manager at McLean Asset Management Corporation
Industry Financial Services
Experience
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

Athena Chang Athena Chang Mclean, Virginia Details
Athena Chang's McLean Asset Management Corporation Experience July 2000 - Present
Job CFPVice PresidentWealth Manager at McLean Asset Management Corporation
Industry Financial Services
Experience
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.)