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 holds the Chartered Financial Analyst® designation.
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.