Caruso Mclean & Co

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Caruso Mclean & Co — overview

About

Caruso Mclean & Co is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. Its services include asset management, financial planning, portfolio management, and pension consulting services. The wealth manager provides advisory services to high-net-worth individuals, families, partnerships, trusts, corporations, estates, and charitable organizations.

Caruso Mclean & Co - known decision makers (6)

Position	Location	Asset Class
Certified Financial Planner, Investment Advisor	Utica, US	GEN
Chief Investment Officer	Utica, US	GEN
Chief Operations Manager	Utica, US	GEN
President and Founding Partner	Utica, US	GEN
Senior Advisor	Utica, US	GEN

Showing 5 of 6 known decision makers Caruso Mclean & Co

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo