Raquel McLean, CFA
Portfolio Manager, Fixed Income and Preferred Securities
16 years of experience
Raquel McLean, CFA, Vice President, is a portfolio manager for fixed income and preferred securities portfolios and has analyst coverage responsibilities for global insurance companies and Asian banks. She also chairs the firm’s ESG Investment Committee and is the ESG Captain for the Preferred Securities team. Prior to joining the firm in 2009, Raquel was an equity analyst at Merrill Lynch specializing in mid- and small-cap banks. She has a BS in Economics and a BA in Finance from Villanova University, and is based in New York.
STRATEGIES
Insights by Raquel McLean, CFA
Environmental and social considerations for preferred securities
While Governance factors tend to be consistent across sectors, the Environment and Social factors vary. Managing analyst Raquel McLean discusses what special issues they look at for preferred securities.
