Ian joined our team in January of 2011 as a Financial Services Assistant and transitioned into a Wealth Service Associate role later that year. He graduated Cum Laude from Ithaca College with a Bachelor’s degree in Sports Management.
Ian currently holds FINRA series 7 and 66 securities registrations through Commonwealth Financial Network. He’s also licensed as an Insurance Producer in New Jersey with Life, Health, and Variable lines of authority.
Ian has many areas of responsibility within our organization including responding to client service requests and needs, preparation and post meeting action execution, data gathering, analyzing financial conditions, developing recommendations, and presenting, implementing, and monitoring investment strategies. He also plays a key role vetting out new products, portfolios and services for our existing client base.
In his spare time, Ian is an avid golfer and member of an amateur golf league in the tri-state area. This hobby might be difficult for him to maintain as his family welcomes their second child in February of 2018. He’s also a big New York Giants fan and cheers from home with his wife and daughter every Sunday.
Have a question for Ian? Contact him directly at email@example.com.