About Aspect Partners
Bard Malovany, CFP®, CBEC®
Bard’s focus is on understanding the academic and theoretical aspects of investment management and translating those into practical solutions; creating sophisticated but practical financial planning strategies for clients; and most importantly, trying to develop a comprehensive and personal understanding of his clients and providing them the best possible advice.
After a brief but prestigious career as a ski instructor in Breckenridge, Colorado, Bard moved back to Northern Virginia, where he grew up. He left a small financial advisory firm to join his now-retired partner, Peter, in starting this practice. Bard received his Certificate in Financial Planning from the Florida Institute of Technology in 1999 and his Certified Financial Planners designation in 2000. Most recently, Bard earned his Certified Business Exit Consultant designation, which is a year-long educational program designed for advisors to help business owners navigate the issues surrounding exiting their businesses.
When Bard isn’t at work, he’s at home, working or trying to corral his two kids, Caleb and Mira, whose pictures and antics occasionally grace our newsletter.
Lea enjoys building relationships with our clients while keeping the paperwork moving from proposal to execution and the office ticking over in a timely manner. Lea joined our team in 2002 and is now the administrative manager of our office. Her background includes extensive operations and administrative support. Lea recently passed her Series 7 and 66 exams. A native of England, Lea now lives in Alexandria with her husband and son. In her free time, she reads extensively and is a member of a book club, volunteers with animal rescue—including fostering numerous cats and hosting adoption events—and is involved with her son’s school.
Lindsey is responsible for trading client accounts and a wide variety of account maintenance activities. She specializes in dotting i’s and crossing t’s to ensure that every last detail is wrapped up and perfect. Lindsey holds a FINRA Seriers 7, 66, and 24 license. She previously worked in the Tysons Corner office where she oversaw the compliance practices of all of the team’s DC-area financial planners. Originally from Oklahoma, she received her degree in International Studies from the University of Oklahoma. In her free time, Lindsey enjoys traveling, cooking and healthy living.
Hugh McClelland, CPA
Hugh McClelland brings 9 years of industry experience to Aspect Partners. Hugh is responsible for leading the investment division of the practice. He focuses on building and maintaining customized portfolio solutions, performing investment research and due diligence, and implementing portfolio decisions agreed upon by our investment committee. Hugh applies his expertise toward helping clients' financial plans succeed.
Before joining Aspect Partners, Hugh worked as an associate in a family office in Pennsylvania. In this role, Hugh was actively engaged in the operations of an investment partnership. Hugh developed and performed due diligence for new and existing investments, and performed accounting and tax functions related to investment operations. Hugh's experience spanned public and private securities as well as commercial real estate investments.
Prior to his family office experience Hugh was a Senior Audit Associate at Grant Thornton LLP in Philadelphia, PA. While at Grant Thornton, Hugh was engaged in performing audits for clients in the Consumer and Industrial Products, Real Estate, Financial Services, and Banking sectors.
Hugh is a Certified Public Accountant (CPA), and a level 3 candidate for the Chartered Financial Analyst (CFA) designation. Hugh earned Bachelors of Science in Business Administration degrees in Accounting and Finance from Saint Joseph's University in Philadelphia, PA..
Tyler is responsible for helping manage our clients’ portfolios. He oversees all of our client accounts to ensure they are consistent with their desired strategy, taking into account the portfolio allocation and tax impact. As part of our Investment Committee, he helps develop our asset allocation models, our tactical strategies and monitors our investment selection. He has a passion for understanding investment strategies and the principles that drive them.
Born and raised in Virginia Beach, Tyler received his degree from the University of Virginia with a double major in Economics and Psychology. In his free time you can find him at local parks playing soccer or beach volleyball. Tyler is also currently studying for the Series 7 and 66 with hopes of obtaining both licenses by the end of the year.