Marc McLean of McLean Strategic Investments, Inc. Joins Stonehaven’s Affiliate Platform
press-releases
2024-11-13
We are excited to announce that Marc McLean, President of McLean Strategic Investments, Inc. has joined as an Affiliate Partner.
Mr. Marc McLean is the President of McLean Strategic Investments, Inc.
McLean Strategic Investments, Inc. (MSI), is a firm that specializes in capital raising and private placement opportunities.
Mr. McLean leads MSI in identifying compelling investment opportunities for accredited investors and institutions, fostering connections with emerging companies poised for growth. With a focus on private capital markets, MSI leverages Mr. McLean’s extensive network and market insights to create impactful investment strategies that align with clients’ growth objectives.
Mr. McLean is also the president of McLean Financial Planning & Investment Management, Inc. (MFP). MFP is committed to delivering customized financial strategies tailored to individual and family needs. With a strong focus on retirement planning, tax efficiency, and investment management, Mr. McLean has built a reputation for providing clear, actionable advice aimed at achieving long-term financial security.
Through a client-first approach, MFP leverages cutting-edge financial tools and deep market insights to help clients navigate complex financial landscapes, ensuring their assets are aligned with their life goals.
Mr. McLean is a CERTIFIED FINANCIAL PLANNING™ (CFP®) professional, a Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), an Accredited Investment Fiduciary (AIF®) and holds an MBA from Cleveland State University as well as an engineering degree from ETI Technical College.
Mr. McLean has over 14 years of experience in the financial industry and is a National Football League Players Association (NFLPA) Registered Player Financial Advisor.
Mr. McLean holds the Series 63, 65, and 82 registrations with FINRA.
About Stonehaven, LLC
Stonehaven is a private capital markets FinTech operating system (technology + infrastructure + data) and collaboration network (origination + distribution) for investment bankers and placement agents (Affiliate Partners) to support companies and investors. Our next generation operating system supports the entire lifecycle of deals: sourcing, contracting, due diligence, identifying target investors/buyers, managing execution (robust CRM architecture), collaborating with other dealmakers, reporting and closing transactions. Our Affiliate Partners are active across all sectors of private capital markets: raising capital, executing M&A transactions and conducting secondaries.
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