Winning Strategies for Advisors Who Serve Athletes
Becoming A Money Whisperer
A conversation with Devin Gordon and New York Times.
Intersect Capital’s Joe McLean: Advising Sports Royalty by Playing the Coach
How ESG Strategies in Direct-Indexed Accounts Can Strengthen an Advisor-Client Bond
From Wildcat to Wealth Management
Joe McLean stops by to speak to the next generation of Wildcats as he takes part in the Arizona Edge Speaker Series
How to be a Pro’s Pro
Featuring Joe McLean
Trust is the Key to Financial Success
An interview with Joe McLean at the Inman Connect New York 2020 panel
Wealth Strategies for
Athletes & UHNW Clients
Joe McLean discusses how athletes and other high-net-worth clients are planning for the future, from managing short career windows and liquidity needs to helping young athletes navigate NIL opportunities and build long-term wealth.
How to afford your favorite vices without going broke.
A conversation with Whitney Mercilus on CNBC.
Joe McLean is a Managing Partner at a wealth management firm, providing financial advisory services to famous and well known athletes and entrepreneurs. Previously, Joe was the Founder and CEO of Intersect Capital.