Roz McLean
Vice President, Senior Relationship Manager
Areas of Focus
- U.S. Institutions
- U.S. Foundations & Endowments
- U.S. Family Offices
Roz is passionate about long-term stewardship of institutional capital and spends much of her free time raising funds for charitable Canadian institutions. After earning a Bachelor of Arts Degree at Western University where she studied Economics and English, she was drawn to her role at Burgundy because it enabled her to pursue her interest in investment management and develop her capacity for communications.
Roz values the opportunity to work with dedicated colleagues and clients, who pursue excellence and share an independent mindset.
Burgundy Experience
- Joined Burgundy in 2014
- Appointed a Vice President in 2023
- Previous roles include: Private Client Associate, Investment Communications
Relevant Experience
- 5+ years of combined professional experience
Education
- Bachelor of Arts, Western University
Memberships and Community
- Co-Chair, St. Michael's Young Leaders, “Duffer” Golf Tournament
- Chair, Girls E-Mentorship Scholarship Committee
- Cabinet Member, AGO Next
POSTS FROM THIS AUTHOR
Minerva Issue 6: Remembering Wilma Soss
Minerva | March 2023
Before institutional investors dominated the investment landscape, most public-company shareholders were individuals who owned their stock directly. The human identity of these shareholders was an imp...
Minerva Issue 1: Inside the Book Club
Minerva | April 2019
In the typical path to becoming a better investor, most people spend their time understanding financial concepts such as how to interpret a company’s financial statements or learning...
Political Instability is Not the Same as Financial Instability
The Journal | March 2017
It can be difficult to discern between political and financial instability. Global capital markets often mirror tempestuous political campaigns, eliciting financial anxiety that might not have otherwi...