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CLIENT PORTFOLIO MANAGEMENT

Our Client Portfolio Managers develop an investment strategy that is unique to you, reflecting your return objectives and risk tolerances. They ensure the portfolio is properly positioned to achieve your long-term goals.


Kevin Dehod, BA (ECON), CIM

As a founder of McLean & Partners, Kevin Dehod was appointed CEO in January 2014. Passionate about providing wealth counsel to clients, Kevin still manages a limited client base in addition to advising on our corporate strategy. He is responsible for providing leadership and coaching to the firm’s teams.

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Kevin Dehod, BA (ECON), CIM
President
Chief Executive Officer

Russ MacKay, CIM

As a portfolio manager, Russ draws on his years of experience and professional network to help our clients properly align their portfolio to their goals and objectives, and serve as a sounding board for broader wealth issues.

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Russ MacKay, CIM
Private Client Portfolio Manager

Tom Stachiw, CIM

Tom Stachiw joined our Client Portfolio Management team in August, 2017. Tom works directly with our clients, providing them expertise in managing and monitoring their investment portfolios to help them reach their financial goals.

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Tom Stachiw, CIM
Private Client Portfolio Manager

Matthew Dunn, CFA, MBA

Matt joined the Client Portfolio Management team in October 2016. His responsibilities include managing client relationships, designing and implementing investment policy statements (IPS), managing the overall asset allocation in the client portfolios and developing new client relationships for the firm.

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Matthew Dunn, CFA, MBA
Investment Advisor