Ian is a Senior Associate Financial Counselor at The Colony Group. He supports a team of financial counselors with all aspects of client relationships, including financial, investment, and tax planning for high net worth individuals and corporate executives.
Ian is currently pursuing the CFA designation and has passed the Level I and Level II CFA exams. Prior to joining The Colony Group, Ian worked at Scottrade Financial Services where he held the FINRA Series 7 and 63 Licenses. He earned a Bachelor’s in Arts in Economics from Boston University. He enjoys spending time outside the office with his wife, friends and family, as well as running and hiking.