Ian is an Associate Wealth Advisor 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.
Prior to joining Colony, Ian worked in Boston as an Investment Consultant for a national financial services firm where he held the FINRA Series 7 and 63 Licenses. He earned a Bachelor of Arts Degree in Economics from Boston University. Outside the office, Ian enjoys hiking the White Mountains in New Hampshire, running marathons, and spending time with his wife and friends.