Frederick R. MacLean, Jr. CFA, MBA, CFP®


Fred is the President and a Founding Partner of Heritage Investment Group. Fred holds the Chartered Financial Analyst (CFA) designation and is a member of its sponsoring organization, the CFA Institute. Fred is a CERTIFIED FINANCIAL PLANNER™ practitioner and is a member of the Financial Planning Association. He is also a member of the CFA Society of South Florida. He holds a bachelor’s degree from Washington College and an MBA from Florida Atlantic University. As President of the firm, Fred is responsible for the strategic direction of Heritage in addition to oversight of client service, new business development, and all firm operations. His duties also include portfolio management and direction of the firm’s asset allocation strategies. Fred resides in Lighthouse Point, Florida with his wife Laura and their two children. He is a past president and current member of the Rotary Club of Pompano Beach, and was a member of its foundation board for ten years. Fred is actively involved in his community and is a long-time member of the Planning and Zoning Board for the City of Lighthouse Point and a board member of the Hillsboro Lighthouse Preservation Society. Fred enjoys boating, golfing and traveling.

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