Ian brings over a decade of financial services experience to his work at Clearview Financial Partners, where he draws on a career built at two of the industry's most respected institutions.
Ian's foundation in finance was established at the University of Pittsburgh, where he earned a Bachelor of Science in Finance and Economics. He launched his career at Vanguard, working directly with clients to navigate asset transitions with a focus on tax management, risk tolerance, investment objectives, and portfolio construction. He then expanded into the institutional space at SEI Investments, where he served as a Mutual Fund Trader executing, settling, and reconciling block trades on behalf of major U.S. banking clients including BNY Mellon, Edward Jones, and Truist.
Outside the office, Ian can be found experimenting in the kitchen, on the golf course or soccer field, or behind a camera lens.