Profil
Mr. Frederick R.
MacLean is a President & Partner at Heritage Investment Group, Inc. As President of the firm, he is responsible for the strategic direction of Heritage in addition to oversight of client service and new business development.
He is a past president and current member of the Rotary Club of Pompano Beach.
Mr. MacLean is a long-time member of the Planning and Zoning Board for the City of Lighthouse Point.
He received a bachelor’s degree from Washington College and an MBA from Florida Atlantic University.
He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of South Florida.
Postes actifs de Fred MacLean
| Sociétés | Poste | Début |
|---|---|---|
Heritage Investment Group, Inc.
 Heritage Investment Group, Inc. Investment ManagersFinance Heritage Investment Group, Inc. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pompano Beach, Florida. The firm was founded in 1993 by Frederick R. MacLean, Jr. Heritage provides wealth management and investment guidance to high-net-worth individuals, families, charitable foundations and qualified plans. | Fondateur | 01/01/1993 |
Expériences
Fonctions occupées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Heritage Investment Group, Inc.
Heritage Investment Group, Inc. Investment ManagersFinance Heritage Investment Group, Inc. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pompano Beach, Florida. The firm was founded in 1993 by Frederick R. MacLean, Jr. Heritage provides wealth management and investment guidance to high-net-worth individuals, families, charitable foundations and qualified plans. | Finance |
