Director of Operations and Compliance
Ms. Broehl began her career in the investment industry in 2000 as a portfolio assistant with Carret Investment Counselors in New York. This boutique money management firm in midtown Manhattan focuses on high net worth individuals and Taft-Hartley pension funds. Ms. Broehl assisted the President and CEO with the management of $140 million in assets along with supporting the company’Äôs board of directors. She maintained Series 7 and 63 licenses while providing trading support to the broker-dealer, Carret Securities. Ms. Broehl joined McGinn Investment Management in 2002 as a portfolio administrator. Over the past seven years, she has transitioned to her current role as Director of Operations and Compliance. Ms. Broehl holds a B.B.A. from James Madison University.
Contact Alicia | 703.837.3176