McLean Asset Management Employee Directory

McLean Asset Management corporate office is located in 1900 Gallows Rd Ste 350, Vienna, Virginia, 22182, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

Marketing

McLean Asset Management CEO

David McLeanFounder & Chief Executive Officer

Phone

See Profile

Key Employees of McLean Asset Management

RC
Rob Cordeau
Managing Director, Wealth Management
PhoneEmail
JR
Jason Rizkalla...
Managing Director, Financial Planning
PhoneEmail
JW
Jessica Wunder
Managing Director, Financial Planning
PhoneEmail
BB
Brian Bass
Managing Director, Wealth Management
PhoneEmail
PW
Patricia Ward
Managing Director, Human Resources & Office Admini...
PhoneEmail
MW
Mark Witashek
Senior Vice President
PhoneEmail

McLean Asset Management Global Presence

Location	People at location
North America	11-50

Index of contact profiles from McLean Asset Management

Hundreds of professionals searching for McLean Asset Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

HT
Heather Tunduwe
Email Direct
Wealth Management CSA
United States , Virginia , Vienna

SH
Sarah Hensley
Email Direct
Financial Associate & Planner
United States , Virginia , Vienna

LM
Lorraine Malo
Email Direct
Client Service Associate
United States , Virginia , Vienna

BC
Briana Corbin
Email Direct
Director, Marketing Operations
United States , Virginia , Vienna

RC
Rob Cordeau
Email Direct
Managing Director, Wealth Management
United States , Virginia , Vienna

JR
Jason Rizkallah
Email Direct
Managing Director, Financial Planning
United States , Virginia , Vienna

JW
Jessica Wunder
Email Direct
Managing Director, Financial Planning
United States , Virginia , Vienna

BB
Brian Bass
Email Direct
Managing Director, Wealth Management
United States , Virginia , Vienna

PF
Paula Friedman
Email Direct
Chief Executive Officer
United States , Virginia , Vienna

AC
Athena Chang
Email Direct
Cfp-Vice President-Wealth Manager
United States , Virginia , Vienna

CR
Carmen Rivera
Email Direct
Client Services Associate
United States , Virginia , Vienna

TD
Tara Daniels
Email Direct
Manager, Accounting
United States , Virginia , Vienna

SD
Stephen Dozer
Email Direct
Investment Operations Specialist
United States , Virginia , Vienna

EH
Elizabeth Hollman
Email Direct
Client Experience Coordinator
United States , Virginia , Vienna

BA
Bettina Adams
Email Direct
Client Service Associate
United States , Virginia , Vienna

PW
Patricia Ward
Email Direct
Managing Director, Human Resources & Office Administrator
United States , Virginia , Vienna

PD
Paige Ducey
Email Direct
Manager, Investment Operations & Compliance
United States , Virginia , Vienna

CB
Claudia Bruce
Email Direct
Financial Associate & Planner
United States , Virginia , Vienna

LS
Lauren Squeglia
Email Direct
Planning & Insurance Coordinator
United States , Virginia , Vienna

JM
Jonathan Marcellino
Email Direct
Senior Financial Planner
United States , Virginia , Vienna

AH
Amber Hodges
Email Direct
Marketing Associate
United States , Virginia , Vienna

DM
David McLean
Email Direct
Founder & Chief Executive Officer
United States , Virginia , Vienna

DU
Dean Umemoto
Email Direct
Managing Principal
United States , Virginia , Vienna

CL
Christian Litscher
Email Direct
Lead Advisor
United States , Virginia , Vienna

MW
Mark Witashek
Email Direct
Senior Vice President
United States , Virginia , Vienna

123

Former Employees at McLean Asset Management

Explore people who held key positions, contributed to McLean Asset Management's success, and advanced their careers.

Morgan Menzies

Associate at DiPietro Law Group

Worked as Director, Marketing

at McLean Asset Management (2019-2022)

Direct

Alex Murguia

Chief Executive Office... at Risa

Worked as Managing Principal

at McLean Asset Management

Direct

Carrie Awad

Director, Human Resour... at Tria Federal

Worked as Manager, Human Resources & Business Operations

at McLean Asset Management (2020-2023)

Direct

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Director, Compliance at 400 Capital

Worked as Office Administration Managing Director, Compl...

at McLean Asset Management (2018-2020)

Direct

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Senior Salesforce Admi... at Baker Tilly

Worked as Manager, Information Technology & Salesforce A...

at McLean Asset Management (2016-2021)

Direct

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Manager, Portfolio Ope... at Greenspring Advisors

Worked as Managing Director

at McLean Asset Management (2016-2025)

Direct

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Frequently Asked Questions Regarding McLean Asset Management Employees

How many employees does McLean Asset Management have?

McLean Asset Management has 11-50 employees

Who is the CEO of McLean Asset Management?

McLean Asset Management’s CEO is David McLean

Who are McLean Asset Management key employees?

Some of McLean Asset Management key employees are Rob Cordeau, Jason Rizkallah, Jessica Wunder, Brian Bass, Patricia Ward

Where is McLean Asset Management located?

McLean Asset Management’s headquarters are located at 1900 Gallows Rd Ste 350, Vienna, Virginia, 22182, United States

How do I contact McLean Asset Management?

McLean Asset Management Contact Info: Phone number: (703) 827-0636 Website: www.mcleanam.com

What does McLean Asset Management do?

McLean specializes in retirement income planning, marrying theoretical insights with practical application. With over forty years of experience, they offer standalone planning and comprehensive wealth management services tailored to individual client needs. The firm is dedicated to helping clients navigate the complexities of retirement income thro... Read More

Is McLean Asset Management a public company?

McLean Asset Management is private company therefore does not currently have an official ticker symbol

See more information about McLean Asset Management Employees