Ian supports Wealth Advisors in managing all aspects of the client relationship for high-net-worth individuals and their families. He specializes in providing comprehensive wealth management support on complex financial planning situations. Ian’s career in finance has included tenures at Ayco and TRUE | Cresset Capital. 

Ian received his bachelor’s degree in finance from Indiana University and holds a Certified Financial Planner™ certification.  He currently resides in Midtown Manhattan. Outside of the office, Ian is an avid snowboarder and soccer fan of Liverpool FC.  He also enjoys golfing, spending time with friends & family, and exploring NYC.