![Alice Barzun McLean](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Alice Barzun McLean
Gestionnaire de Portefeuille-Actions chez
Ingalls & Snyder LLC
Profil
Ms. Alice B. McLean is a Managing Director at Ingalls & Snyder LLC.
She has been managing individual, retirement, trust, estate, institutional and charitable accounts at Ingalls & Snyder since 2001.
She became a Senior Director of Ingalls & Snyder in 2022.
She believes in creating individually tailored, diversified portfolios which maximize each client’s total return potential.
She aims to meet her clients’ specific financial needs and goals while carefully considering their tolerance for volatility and risk.
She received her B.A. from Columbia University.
Postes actifs de Alice Barzun McLean
| Sociétés | Poste | Début |
|---|---|---|
Ingalls & Snyder LLC
 Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder is a long-term investor that uses bottom-up research to examine balance sheets valuations and possible risk/return ratios. The firm constructs portfolios for clients based on their own fundamental research and securities analysis, and invest across multiple asset classes, including US and global equities, taxable and tax-exempt bonds, listed options, private placements, exchange traded funds and mutual funds. | Gestionnaire de Portefeuille-Actions | 01/07/2001 |
Formation de Alice Barzun McLean
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
43
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Ingalls & Snyder LLC
Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder is a long-term investor that uses bottom-up research to examine balance sheets valuations and possible risk/return ratios. The firm constructs portfolios for clients based on their own fundamental research and securities analysis, and invest across multiple asset classes, including US and global equities, taxable and tax-exempt bonds, listed options, private placements, exchange traded funds and mutual funds. | Finance |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
