CoverProfile

Jonathan Marcellino

Investment Associate & Associate Planner

McLean Asset Management

United States, Virginia, Arlington

About Me

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.

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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