Ian makes compliance seem like a friendly, easy-going task which is much appreciated seeing that he is tasked with the significant responsibility of helping protect our client’s and firm’s mutual interests. He’s known for his spreadsheet prowess and efficient execution but it’s being part of a team that truly gets him going. And speaking of teams, when he’s not in the office, you might see Ian coaching youth basketball or reliving his college rugby glory and teaching the art of the scrum. Nothing, however, would make him happier than dunking a basketball so it’s a good thing his wife has access to a pair of Jordans, or two.

DESIGNATIONS

• CFA Charter, 2017, CFA Institute
• IACCP® – Investment Adviser Certified Compliance Professional

Bachelor of Arts in Economics for Business Management, Occidental College, 2011