CoverProfile

Stephen Dozer

Investment Operations Specialist

McLean Asset Management

United States, Virginia, Lovettsville

About Me

Stephen Dozer holds the title of Investment Operations Specialist at McLean. In line with his professional motto is, “If you don’t know I’m here, I’m doing my job correctly”, his job is to simply ensure that everything is running smoothly. Stephen is responsible for maintaining record keeping system operations and the data management of custodians and vendors. Prior to his start at McLean, Stephen was a Senior Operations Specialist for ProFunds/ProShares in Bethesda, MD. There, he ensured the data integrity of trade for clients and managed several different processes essential to fund operations. Stephen earned his BSBA in Accounting from Kutztown University and his MBA from American Publ

View more

Profile Information

Investment Operations Specialist

McLean Asset Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Lovettsville

Virginia

United States

Aug 26, 2025

More profiles to browse

Profile Photo
Wade Pfau
Principal, Director of Retirement Research
Profile Photo
Robert French
Managing Principal, Director of Investment Analysis
PF
Paula Friedman
Managing Principal and CEO
Profile Photo
Jonathan Marcellino
Investment Associate & Associate Planner

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation