Doug Mcclean, Cism Email and Phone Number
I am an experienced Principal at Cerity Partners, specializing in Information Security Program Management, with over 12 years of experience in technology, operations, and cybersecurity. Recognized for my relentless commitment to project success and operational integrity, I have progressed through roles that each enhanced my ability to lead strategic technology initiatives and safeguard sensitive data in a dynamic, fast-growing firm. Leveraging my CISM certification and Series 65 license, I am committed to driving innovation, ensuring compliance, and enhancing security practices, positioning me as a pivotal asset in any financial & technological environment.Cybersecurity Leadership: Currently, as the Information Security Program Manager, I spearhead the cybersecurity framework at Cerity Partners, focusing on incident response, vendor risk management, and compliance with industry standards. My efforts ensure robust protection of client data and operational integrity through comprehensive business continuity and disaster recovery planning.Technological Proficiency: With a background as a Director of Technology & Performance, I have managed all aspects of wealth management operations and technology projects. My responsibilities included performance reporting, system reconciliation, and the integration of new technologies, ensuring seamless operations and enhanced system capabilities.Operational Excellence: Previously, as an Operations & Technology Manager, I was instrumental in liaising with external vendors and auditors, coordinating projects, and ensuring compliance with GIPS standards. My role involved daily management of portfolio and trade reconciliation, system preparation for portfolio managers, and deployment of new IT solutions.Analytical Skills: Starting my career as an Analyst, I developed a deep understanding of portfolio management, performance reporting, and operational troubleshooting. This role honed my skills in data analysis and technology deployment, laying the groundwork for my subsequent leadership roles.
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PrincipalCerity Partners Jan 2023 - PresentNew York, Ny, UsAs a Principal and Information Security Program Manager at Cerity Partners, I lead the development and implementation of comprehensive cybersecurity strategies to protect our clients' sensitive information and ensure compliance with industry standards. My responsibilities include managing incident response, overseeing vendor risk management, and conducting due diligence for new vendors. I also play a key role in business continuity planning and disaster recovery, ensuring that our organization is prepared for any potential disruptions. With a strong focus on continuous improvement, I work closely with cross-functional teams to enhance our security posture and drive innovation in our cybersecurity practices. -
Director Of Technology & PerformanceCerity Partners Jun 2022 - Jan 2023New York, Ny, Us -
Operations & Technology ManagerCerity Partners Jan 2019 - Jun 2022New York, Ny, UsLead all operations and technology projects. Responsible for running portfolio and composite performance as well as creating performance reports and composite marketing materials. Also the liaison between MCM and our external vendors and auditors, working to coordinate projects and semiannual GIPS verification on portfolios and composites. Daily reconciliation of portfolios and trades; ensuring best practices are being followed and preparing internal systems for portfolio managers’ use. Responsible for deployment of new hardware and software for end users as well as troubleshooting and resolution of technology related issues. Expertise in Orion Portfolio Accounting System, Orion Eclipse Trading System, Microsoft Office Suite, Advent's APX Portfolio Exchange, APX Back Office Utilities, Advent Dataport, Advent DataExchange, & Advent's Moxy trading platform. -
AnalystCerity Partners Jul 2012 - Dec 2018New York, Ny, UsResponsible for running portfolio and composite performance as well as creating performance reports and composite marketing materials. Daily reconciliation of portfolios and trades; ensuring best practices are being followed and preparing internal systems for portfolio managers’ use. Responsible for deployment of new hardware and software for end users as well as troubleshooting and resolution of technology related issues. Expertise in Microsoft Office Suite, Advent's APX Portfolio Exchange, APX Back Office Utilities, Advent Dataport, Advent DataExchange, & Advent's Moxy trading platform. -
Administrative Support AssistantBrown Advisory May 2011 - Jan 2012Baltimore, Maryland, UsFinancial planning, equity & mutual fund valuation, client account files, portfolio cost basis/ tax planning, excel spreadsheets, template/ program creation, ArchiveIT Enterprise scanning & indexing -
Student SupervisorGrove City College Sep 2010 - May 2011Grove City, Pa, UsLiability prevention for injured students at campus sponsored events -
Summer InternBrown Advisory May 2010 - Aug 2010Baltimore, Maryland, UsArchiveIT Enterprise scanning & indexing, client portfolio evaluation, mutual fund valuation, quarterly client update meetings
Doug Mcclean, Cism Education Details
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Grove City CollegeFinance
Frequently Asked Questions about Doug Mcclean, Cism
What company does Doug Mcclean, Cism work for?
Doug Mcclean, Cism works for Cerity Partners
What is Doug Mcclean, Cism's role at the current company?
Doug Mcclean, Cism's current role is Information Security Program Manager at Cerity Partners.
What schools did Doug Mcclean, Cism attend?
Doug Mcclean, Cism attended Grove City College.
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