Jonathan is an Investment Associate at McLean working in the Investment Operations Department. He is responsible for ongoing client portfolio reviews, executing required investment changes, and supporting the advisory team. Jonathan also assists with McLean’s Investment Committee. Prior to joining the McLean team, Jonathan worked as a financial planning associate for a CPA Wealth Management firm in Maryland.
Jonathan Marcellino
Investment Associate & Associate Planner
McLean Asset Management
United States, Virginia, Arlington
About Me
Profile Information
Investment Associate & Associate Planner
McLean Asset Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Arlington
Virginia
United States
Aug 6, 2024
Work Experience
McLean Asset Management
Investment Associate & Associate Planner Apr 2024 - Present
Email: jonathan.marcellino@mcleanam.com
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