Stephanie McLean
Head of Private Office

Stephanie McLean is the Head of Private Office for Heritage Advisors. Stephanie joined Heritage Advisors in January 2021, shortly after the company was founded.

In her role, Stephanie has responsibility for a variety of operational and strategic work for His Excellency. Stephanie’s support for the firm continually evolves as it moves through new phases of growth.

Prior to joining Heritage Advisors, Stephanie worked for a family office focused on property investments and for the Royal Bank of Scotland.