![Fraser J. McLean](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Fraser J. McLean
Portefeuillebeheerder-Aandelen bij Wealth Enhancement Advisory Services LLC
Profiel
Mr. Fraser J.
McLean, CFA, is a Senior Vice President, Financial Advisor & Portfolio Manager at Wealth Enhancement Advisory Services LLC.
Mr. McLean joined the firm in 2021 through the North American Management merger.
Before being named Chief Investment Officer at North American Management, he served as Director of Portfolio Management and Asset Allocation.
His prior role was at Acadian Asset Management, an institutional investment management firm, where he spent several years on the portfolio management and trading teams.
He received his undergraduate degree from Union College (New York) and a graduate degree from Boston University.
Actieve functies van Fraser J. McLean
Bedrijven | Functie | Begin |
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Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Portefeuillebeheerder-Aandelen | 01-04-2021 |
Eerdere bekende functies van Fraser J. McLean
Bedrijven | Functie | Einde |
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North American Management Corp.
![]() North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices. | Chief Investment Officer | 01-04-2021 |
Acadian Asset Management LLC
![]() Acadian Asset Management LLC Investment ManagersFinance Acadian Asset Management LLC (Acadian) is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1986 by Gary Bergstrom and Churchill Franklin. The firm is a subsidiary of BrightSphere Affiliate Holdings LLC, ultimately owned by BrightSphere Investment Group, Inc. (NYSE: BSIG). Acadian provides portfolio management services for institutional clients. | Corporate Officer/Principal | - |
Opleiding van Fraser J. McLean
Boston University | Graduate Degree |
Union College (New York) | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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North American Management Corp.
![]() North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices. | Finance |
Acadian Asset Management LLC
![]() Acadian Asset Management LLC Investment ManagersFinance Acadian Asset Management LLC (Acadian) is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1986 by Gary Bergstrom and Churchill Franklin. The firm is a subsidiary of BrightSphere Affiliate Holdings LLC, ultimately owned by BrightSphere Investment Group, Inc. (NYSE: BSIG). Acadian provides portfolio management services for institutional clients. | Finance |
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |