Profile
Dr. Wade D.
Pfau is a Principal & Director of Retirement Research at McLean Asset Management Corp.
Dr. Pfau joined the firm in 2013 and able to see his research implemented into practical application through actionable solutions for clients.
He is also a Professor of Retirement Income and Director for the Retirement Income Certified Professional (RICP) designation at The American College in King of Prussia, PA, and he publishes frequently in a wide variety of academic and practitioner research journals.
He is also an active blogger at Retirement Researcher, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for the Wall Street Journal.
He received his B.S.
Economics, B.S.
in Political Science, B.A. in History from the University of Iowa, an M.A. Economics and Ph.D.
Economics both from Princeton University.
Wade Donald Pfau active positions
| Companies | Position | Start |
|---|---|---|
McLean Asset Management Corp.
McLean Asset Management Corp. Investment ManagersFinance McLean measures an investor's goals and time horizon through a client interview process to ascertain an investment strategy that is best suited to fit the client's needs. They then design an investment and risk management strategy to help the client achieve his or her financial goals. The firm focuses on developing globally diversified portfolios. The major asset classes they commonly recommend are US Large-Cap Stocks, US Small-Cap Stocks, Foreign Stocks, Short and Intermediate Fixed Income Securities, Cash and Cash Equivalents. | Director of Research - Equity | 01/01/2013 |
Former positions of Wade Donald Pfau
| Companies | Position | End |
|---|
Training of Wade Donald Pfau
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Princeton University
Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Iowa
University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
McLean Asset Management Corp.
McLean Asset Management Corp. Investment ManagersFinance McLean measures an investor's goals and time horizon through a client interview process to ascertain an investment strategy that is best suited to fit the client's needs. They then design an investment and risk management strategy to help the client achieve his or her financial goals. The firm focuses on developing globally diversified portfolios. The major asset classes they commonly recommend are US Large-Cap Stocks, US Small-Cap Stocks, Foreign Stocks, Short and Intermediate Fixed Income Securities, Cash and Cash Equivalents. | Finance |
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