Ian works closely with Alex and Ed to develop financial plans and prepare informative presentations for each client review meeting. He also heads new client development for our group, showing prospective clients the value in our approach of integrating financial planning with investment portfolio management, and helping us establish new relationships with a select group of families.
Ian is a financial advisor and holds Series 7 and 66 licenses and earned a Certified Financial Planner™ certification from the CFP Board in 2016. Before joining our team in 2013, he earned dual degrees in economics and Spanish from Ursinus College. In his personal life, Ian is an avid soccer player and snowboarder, as well as a classical pianist.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.